Financial Services Administrator
3 weeks ago
We are seeking an experienced Financial Services Administrator to join our team at THE OPENWORK PARTNERSHIP. This role will focus on providing technical support to our Practice Principal and Financial Advisers to ensure efficient processing of business and deliver a high-quality service to our clients.
Key Responsibilities- To obtain valuations, quotations, and illustrations, and supporting documentation in preparation for and following client meetings.
- Manage the internal processing system to ensure the delivery of ongoing service requirements, maintaining accurate CRM records.
- Produce Client Suitability Reports for personalizing and sign-off by the Practice Principal/Adviser.
- To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance.
- Prepare proposals for the solution that the planner has selected for the client, including approved product illustrations and literature, and establish details on the chosen investment platform where applicable.
- To contact clients prior to adviser meetings to confirm appointments and obtain up-to-date information in line with practice processes and adviser requirements.
- To manage ad-hoc client administration, including elements such as withdrawals, changes of address, requests for documentation, etc.
- Provide ad-hoc research and administrative support to the Principal/Adviser as and when required.
- Compliance - understand and adhere to the practice and Openwork's systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements.
- Minimum 2 to 5 years' experience in a Financial Services Administrator role based in a Financial Services business and industry.
- Full level 4 diploma in Financial Advice or working towards completion.
- Experience in tax calculations.
- An understanding of fund management, UK taxation, life insurance, and investment products.
- IT literate with the ability to use Office 365, including Excel, Word, PowerPoint.
- Experience in using platforms, cashflow modeling, and analytics tools.
- Strong communication skills gained within a provider and client-facing role.
- Strong personal work ethic.
- Ability to work to tight deadlines.
- Strong organizational skills.
- Confidence in challenging to get the right outcome for the client.
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Financial Advice Coordinator
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Aldershot, Hampshire, United Kingdom THE OPENWORK PARTNERSHIP Full timeFinancial Advice AdministratorWe are seeking a highly skilled and experienced Financial Advice Administrator to join our team at The Openwork Partnership. This role will focus on providing exceptional technical support to our Practice Principals and Financial Advisers, ensuring the efficient processing of business and delivering a high-quality service to our...
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Financial Advice Coordinator
1 week ago
Aldershot, Hampshire, United Kingdom THE OPENWORK PARTNERSHIP Full timeFinancial Advice AdministratorWe are seeking an experienced Financial Advice Administrator to join our team at The Openwork Partnership. This role will focus on providing technical support to our Practice Principal and Financial Advisers to ensure efficient processing of business and deliver a high-quality service to our clients.Key Responsibilities:Obtain...
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Financial Advice Coordinator
1 week ago
Aldershot, Hampshire, United Kingdom THE OPENWORK PARTNERSHIP Full timeFinancial Advice AdministratorWe are seeking an experienced Financial Advice Administrator to join our team at The Openwork Partnership. This role will focus on providing technical support to our Practice Principal and Financial Advisers to ensure efficient processing of business and deliver a high-quality service to our clients.Key Responsibilities:Obtain...
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