Financial Services Administrator
1 day ago
Reed Specialist Recruitment is proud to be representing one of the UK's largest financial networks, seeking a new Pension and Investment Administrator to support their Advisers in servicing clients.
Main Responsibilities:- Deliver Client Best Interest outcomes by promoting our policy and taking responsibility for own performance.
- Identify personal development areas and ensure compliance with regulatory responsibilities.
- Support the team in ensuring all advisers supply a full compliant file before processing new business.
- Submit pension and investments to providers online or by post, and chase providers on progress in a timely manner.
- Update clients on workflow progress and prioritize workload to meet deadlines.
- Chase client authorities with insurance companies and ensure all documents are scanned to INVU or Intelligent Office.
- Produce ongoing service reports for adviser's client meetings with supporting documentation.
- Previous experience as an administrator in the financial services industry, particularly in investments and pensions.
- FA1 – Life Office Administration is essential, with desirable qualifications including FA2 Pensions Administration, CF1 UK Financial Services Regulation and Ethics, and RO1 Financial Services Regulation and Ethics.
- Good keyboard skills, practical experience with Word, Excel, and Database applications, and good communication skills.
- Problem-solving, time management, and up-to-date knowledge of financial services providers and products.
- Up to £32k starting base salary.
- Generous bonus scheme.
- Employee Health Insurance.
- Extra holiday awarded at Christmas.
- Study support for relevant exams.
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