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Administrative Support for Financial Services

2 months ago

Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

Job Summary

We are seeking a highly organized and efficient individual to join our team as a Financial Services Administrator. As a key member of our team, you will provide administrative support to our Financial Planners, ensuring the smooth operation of our business.

Main Responsibilities

  • Assist in the preparation of new business files and submit them to the back-office system.
  • Manage the review process, including booking client reviews, completing portfolio review reports, and ensuring accurate data input.
  • Deal with client change of agency and information collection, manage the Financial Planner's diary, and ensure income reconciliation is correct.
  • Provide exceptional customer service, answering client queries and requests, and submitting requests to the business support team.

Key Requirements

  • Relevant industry experience, preferably in an IFA practice.
  • PA experience, including organizing travel, taking calls, and managing emails.
  • Excellent organizational and time management skills, with a keen eye for detail.
  • Good communication skills and ability to deal with people at all levels.

Benefits

  • 21 days holiday plus bank holidays.
  • Pension scheme with 3% employee and 6% employer contributions.
  • Four times Death in Service.
  • Income protection pay.
  • Cycle to work scheme.
  • Free parking.
  • Free access to a financial adviser.
  • Sick pay (up to 4 weeks).
  • Qualifications funded and supported by a professional external training company.