Experienced Financial Services Administrator

4 weeks ago

London, Greater London, United Kingdom Blakemore Recruitment Full time

We are seeking an experienced and highly skilled Administrator to join our team in London. As a key member of our financial planning team, you will provide exceptional administrative support to our Head of International Private Clients and other team members.

Purpose of Role

To deliver high-quality administrative and technical support to our team, ensuring the smooth operation of our financial planning services. This role requires a proactive and organized individual who can work effectively in a fast-paced environment.

Responsibilities

The successful candidate will be responsible for:

  • Providing administrative support to our team, including preparing documentation, submitting new business to providers, and liaising with product providers.
  • Assisting with client servicing, including preparing client meetings, producing accurate client portfolio valuations, and completing trades and portfolio rebalancing.
  • Maintaining accurate client information on internal systems, including written and electronic communication with clients and providers.
  • Ensuring compliance with FCA and company procedures, including assisting with risk profiling, recording risk profile scores, and following Anti-Money Laundering Procedures.
  • Providing general administrative support, including scanning and filing documents, and handling client queries in a professional and timely manner.

Requirements

The ideal candidate will have:

  • At least 3 years' experience in a relevant administration role within the independent sector of the financial services industry.
  • Sound technical knowledge covering pensions and investments, documentation, and life policies.
  • Demonstrable experience of delivering client service at the highest level.
  • Excellent IT skills, including a good working knowledge of Excel.
  • Excellent written and verbal communication skills, with a high level of attention to detail.
  • Sufficient understanding of the needs of Financial Services teams, FCA rules, and compliances.

Competencies

The successful candidate will need to:

  • Work to pressing deadlines, routinely involving a level of time commitment beyond standard working hours.
  • Be personally resilient and able to handle the pressure of a busy team, demanding workload, and complex client needs.
  • Assist the adviser team and clients in an enthusiastic and proactive manner, using organization, time management, and prioritizing skills.
  • Demonstrate focus and motivation in delivering an exceptional level of customer service to clients, third parties, and colleagues.

About Us

Blakemore Recruitment is a leading recruitment agency specializing in financial services recruitment. We are committed to providing exceptional service to our clients and candidates, and we are proud to be a trusted partner in the financial services industry.

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