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Administrative Assistant

2 months ago

Peterborough, Peterborough, United Kingdom 3Sixty Resourcing Ltd Full time

Company Overview

Our client is a leading provider of long-term and sustainable finance solutions, dedicated to helping clients achieve their financial objectives. With a strong focus on building long-term relationships with both private and corporate clients, they strive to deliver exceptional service and expertise.

Job Summary

We are seeking a highly motivated and detail-oriented Junior Financial Services Coordinator to join our team. As a key member of our administrative team, you will play a vital role in supporting our Financial Advisors and contributing to the growth and success of our business.

Key Responsibilities

  • Client Portfolio Analysis

Analyze client portfolios to identify areas for improvement and provide recommendations for optimization.

Document Preparation

Prepare and send suitability reports and letters of authority to clients, ensuring accuracy and compliance with industry regulations.

Policy Input

Input policy details into our system, maintaining accurate and up-to-date records.

Advisor Support

Liaise with and support our Financial Advisors, providing administrative assistance and ensuring seamless communication with clients.

Reporting

Prepare and present reports to stakeholders, highlighting key findings and recommendations.

Compliance

Ensure that all files worked on are compliant with industry regulations, including FCA rules.

Administrative Tasks

Complete complex administrative tasks, including data entry and record-keeping.

Requirements

To be successful in this role, you will need:

  • A strong background in administration or financial services
  • Excellent analytical and problem-solving skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Strong communication and interpersonal skills
  • Proficiency in Microsoft Office and other administrative software

What We Offer

As a Junior Financial Services Coordinator with 3Sixty Resourcing Ltd, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive team environment. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.