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Financial Services Administrator

6 months ago

Grantham, United Kingdom Castlegate Financial Management Limited Full time

**Castlegate Financial Management Limited**

Job Description - Financial Services Administrator

**Relevant Skills and Knowledge**
- Excellent organisational skills
- Professional telephone manner
- Provide a professional, prompt and courteous service to clients
- Able to use own initiative
- Ability to prioritise tasks independently by assessing situations to determine urgency
- Excellent listening skills and able to provide clear verbal and written communication
- Computer literate and good typing skills
- Previous knowledge or use of Microsoft Office products
- Essential time management skills and attention to detail
- Basic knowledge of the financial services sector
- Willingness to undertake qualifications if requested
- Knowledge of the Intelliflo system desirable but not essential

**General Responsibilities**
- Comply at all times with the firm’s compliance, complaints and data security policies and procedures
- To ensure that the firm’s clients are treated fairly at all times
- Maintain positive working relationship with others, both internally and externally
- Ability to develop a work schedule and make clear and timely decisions
- To anticipate, understand and respond to the needs of the Financial Planner and the clients, and to meet or exceed their expectations
- Follow direction well, work cooperatively and effectively with others to set goals and resolve problems
- High level of confidentiality and discretion at all times
- Attend training to develop relevant knowledge and skills

**Specific Responsibilities**
- Handling incoming post, filing to our electronic system and also organising and sending outgoing post
- Create, maintain and update client information and records on our database system (Intelliflo)
- Use of the database to record work in progress at all times and good use of notetaking to update tracking activities
- Managing the Financial Planner’s diary by scheduling client appointments and internal meetings
- Assisting the Financial Planner with the servicing demands of each client
- Liaising with the Paraplanner to ensure the servicing demands of the client are met in a timely manner
- Preparation of new business submission
- Liaising with product providers and investment companies
- Ensuring periodic client reviews are carried out in a timely manner
- To act as a point of contact for clients and other offices
- Keeping the clients informed of progress to manage client expectations
- Ensuring outstanding fees and invoices are chased in a timely and organised fashion
- Learning the financial services sector and products such as pensions, bonds, ISAs and protection
- All routine administration, including scanning, filing, and telephone calls

**Job Types**: Full-time, Permanent

**Salary**: £21,000.00-£22,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Flexitime
- Life insurance
- On-site parking
- Referral programme
- Sick pay

Schedule:

- Flexitime
- Monday to Friday
- No weekends

Work Location: Hybrid remote in Grantham, NG31 6SE