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Financial Services Administrator
2 months ago
Financial Services Administrator
Competitive Salary up to £30,000, dependent on experience
Location: Bury
Generous Annual Leave: 31 Days including Bank Holidays
Pension Scheme: 5% Matched Contributions
Performance-Based Bonus
Life Insurance: X2 Death in Service
Health Cash Plan Membership
Support for Professional Development: Fully Funded Industry Qualifications
Company-Sponsored Events: Twice Yearly
We are representing a reputable Firm of Independent Financial Advisors known for delivering tailored financial solutions to a diverse clientele, including high-net-worth individuals. The ideal candidate will collaborate with a skilled team of Administrators, Paraplanners, and Financial Advisors to ensure a smooth client experience.
In this role, you will work closely with a proactive team of Administrators, providing essential support that includes communication with providers and other key personnel to meet client expectations. The position offers opportunities for ongoing professional development for those interested in pursuing industry-related qualifications and exploring various career paths.
Key Responsibilities
- Handle incoming inquiries with professionalism, transferring calls or taking messages as necessary.
- Coordinate with clients to schedule and confirm appointments, follow up on documentation, and provide updates.
- Collaborate with advisors to optimize their schedules and assess client needs and potential workload.
- Prepare client documentation in advance of meetings with advisors.
- Submit requests to providers for plan information through letters of authority.
- Engage with product providers and other third parties as required.
- Gather valuations, quotes, illustrations, and product information for analysis.
- Distribute policy documents, member certificates, and other relevant materials to clients.
- Conduct thorough product and market research using appropriate technological tools.
- Draft standard suitability letters utilizing in-house templates.
- Review and maintain existing client arrangements.
- Schedule events throughout the business cycle.
- Generate and issue client invoices.
- Maintain a client birthday calendar to acknowledge special occasions with cards and gifts.
Medlock Partners is a specialist recruitment agency in professional services, operating throughout the Northwest of England. We are committed to being an equal opportunities employer and welcome applications from candidates of all backgrounds, including minorities and individuals with disabilities. Please note that our job postings use years of experience and salary ranges as guidelines. We are open to considering applications from all candidates who can demonstrate the necessary skills for the role. If you do not receive a response within 48 hours, please consider your application unsuccessful at this time.
