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Senior Financial Services Administrator

2 months ago

Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a small Financial Planning firm who are looking to recruit a Senior Financial Services Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the company. This role offers hybrid working 3 days in the office and 2 days from home. This role will include speaking with clients on a daily basis. You will also need to be highly organized as you will be looking after the administrative side of the Annual Review process.

Key Responsibilities:

  • Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
  • Accurate upkeep of client details to ensure accurate records are maintained.
  • Supporting the development and maintenance of internal processes to help maintain business flow and agreed service standards.
  • Providing technical information to ensure workflows are followed and standards are adhered to.
  • Conducting oneself in a professional manner at all times, while adhering to regulatory demands.

Key Tasks and Responsibilities:

  • Obtaining full policy information.
  • Producing client Annual Review Reports.
  • Dealing with client queries.
  • Assisting with product research.
  • Processing applications.
  • Upkeep of company database with full and accurate client records.
  • Liaising with product providers and other relevant third parties.
  • Individual workflow and task delivery.
  • Generating FE Performance Reports.
  • Supporting the delivery of and achievement of the client service standards.
  • Working alongside the paraplanners and administrators to ensure smooth delivery of work.