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Financial Services Administrator
2 months ago
We are currently recruiting for a Chartered Financial Planning practice based in a reputable financial services company who are looking to recruit a Financial Services Administrator to join their team.
ROLE
- Acting as a key point of contact between clients, advisers and third-party product providers
- Establishing and maintaining electronic client files and records
- Processing new business applications, maintaining accurate information and recording transactions
- Sourcing quotations, illustrations and supporting documentation for financial products
- Preparing valuations, reports and material for client meetings and presentations
- Ensuring that all work adheres to the firm's compliance procedures and regulatory requirements
- Following established procedures, systems and templates for processing work and maintaining quality standards
- Acting on own initiative to ensure workload is prioritised in a timely and efficient manner
- Dealing with correspondence and ensuring that all client communications are polite and respectful
PERSONAL
- Maintaining and increasing technical knowledge and ability to apply this knowledge in a financial services context
- Keeping CPD records in accordance with the firm's training and development plan
- Ensuring that all client financial and personal affairs remain confidential and are not discussed with third parties without client permission
- Maintaining an awareness of new financial products and market developments
- Ensuring that both internal and external communications are polite and respectful and to represent the firm in a professional manner
QUALIFICATIONS/CAPABILITIES
- Using best endeavours to continually improve upon qualifications and skills by following a programme of personal development as agreed with the firm
- Maintaining an acceptable knowledge of the Regulatory framework and financial services regulations
SKILLS
- Understanding information and documentation required to process new business, claims and amendments to existing client policies and investments
- Keyboard and computer skills, including Word, Outlook, Excel, and other financial software
- Communication and interpersonal skills for dealing with colleagues, clients and companies
- Letter writing skills and information presentation
- A high degree of organisational skills and attention to detail
- Exceptional client service and communication skills
KNOWLEDGE
- Understanding of the Regulatory framework and financial services regulations
- Knowledge of financial services products and services
- Experience of provider investment platforms and financial software
- Experience within the financial services industry
