Financial Services Administrator

1 day ago

Leeds, Leeds, United Kingdom Ultimate Recruitment Group Full time
Job Description

**Job Summary:**

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Ultimate Recruitment Group. As an IFA Support Specialist, you will play a crucial role in providing administrative support to our Financial Advisers and ensuring the smooth operation of our business.

Key Responsibilities:

  • **Collaborate with Financial Advisers:** Work closely with our Financial Advisers to process new and existing business, while providing full administrative support in accordance with our company's administrative processes.
  • **Administrative Support:** Provide administrative support in various areas, including client reviews, new business processing, compliance/documentation preparation, fund switches, and answering client queries.
  • **Promote Company Services:** Promote our company's services in a professional and FCA-compliant manner.
  • **Core Duties and Responsibilities:**
    • Deal effectively with queries from clients and other parties through effective communication.
    • Answer the telephone and take information and notes, ensuring that messages are passed to the appropriate individuals promptly.
    • Record client communications, including written, oral, and electronic communications, and ensure that client-related communications are recorded on client files in line with company policy.
    • Ensure that all files worked on are compliant with our company's compliance manual, administration procedures, and internal/external compliance procedures.
    • Liaise with product providers and other third parties.
    • Obtain information, quotes, illustrations, and product details for analysis, and report any breaches or complaints to the Admin Manager.
    • Comply with the principles of Treating Customers Fairly in all aspects of the role.
  • **Team Support/Communication:**
    • Work collaboratively with Financial Advisers and Administrators to provide a strong team support, offering assistance to clients irrespective of whether or not the Financial Adviser is available.
    • Work together with all staff at Ultimate Recruitment Group to further the company's development and stated objectives, and carry out all reasonable requests of tasks required by the Management Team in an efficient and courteous manner.
  • **Education, Qualifications & Training:**
    • Financial Services Experience necessary: Specific experience in providing administration support for an IFA.
    • Financial Planning qualification is not essential but preferred.
    • The company will cover the cost of exams/training for individuals who wish to complete their exams, and internal progression is available and encouraged.
  • **Key Skills:**
    • Understanding of the Financial Planning process.
    • Able to work within defined business processes.
    • Ability to achieve agreed outcomes without supervision.
    • Prioritize and plan own workload.
    • Detailed and accurate.
    • Articulate.
    • Excellent interpersonal skills, both written and verbal.
    • Ability to multitask and prioritize effectively.
    • Good IT skills.
    • Good report writing skills.
    • Ability to work independently and in a team.
  • **IT Skills:**
    • Fully competent in desktop applications (proficient in Microsoft Word, Excel, and Outlook).
    • Intelliflo is our back office system; experience preferred but not essential, training offered.
  • **Personal Skills:**
    • Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
    • Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business.
    • Professional integrity: The strength of character to explain a professional point while having empathy with a customer.
    • Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers.
    • Flexibility: The flexibility for and commitment to continual service development and improvement.
    • Ability to work within defined business processes.

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