Hybrid - Financial Services Administrator
2 months ago
**Do you have experience working within financial services, and have previous experience as an administrator? If you are looking to take that step in your career, and to work with a leading UK provider within financial services - we would love to hear from you**
**Business Overview**
Our client provides full-service pensions consultancy from actuarial expertise through to investment advice and third-party administration, as well as advising clients on providing the best possible reward and benefits packages for members. Our client is a company who really recognise the hard work that goes on behind the scenes, and work life balance is something that our client really stands by.
**Duties & Responsibilities**
- Data cleanses corrupt and inaccurate client records on Intelliflo
- Import cleansed client records to Moneyinfo
- Raising fees and invoices for consultants and corporate accounts
- Upload fact find information to the client management system (Intelliflo)
- Obtain policy information and valuations, maintain on Intelliflo
- To process all new business and client correspondence
- Ensure any deadlines given by consultants/providers are met
- Maintain up to date client files
- Assist consultants in pre-meeting preparation and annual reviews
- Comply with the Financial Services and Markets Act 2000, the FSA Statements of Principle & Code of Practice, and the relevant FSA rules at all times.
- Operate within the compliance and corporate standards of the business
- Comply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firm at all times.
- Keep up to date with all relevant product, legislative or technical changes.
**Skills Required**:
- MS office packages - Word, Outlook, Excel.
- At least 1 - 2 years in an administration background
- Minimum of 1 year working within professional/financial services
- High attention to detail at all times
- Strong orgnaisation skills, and able to prioritise work accordingly
**Job Types**: Part-time, Permanent
**Salary**: £14,080.00-£16,080.00 per year
**Benefits**:
- Canteen
- Company events
- Company pension
- Flexitime
- Transport links
- Work from home
Schedule:
- Flexitime
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Croydon, Greater London: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Flextime
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