Financial Services Administrator
4 weeks ago
We are seeking a highly skilled Financial Services Administrator to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Chartered Financial Planning practice.
Key Responsibilities:
- Act as the primary point of contact between clients, advisers, and third-party product providers.
- Establish and maintain accurate electronic client files.
- Process new business applications, ensuring all information is up-to-date and transactions are recorded accurately.
- Sources quotations, illustrations, and supporting documentation for clients.
- Prepare valuations, reports, and materials for client meetings.
- Ensure all work adheres to the firm's compliance procedures.
- Follow established procedures, systems, and templates for processing work.
- Act on own initiative to prioritize workload in a timely manner.
- Deal with post and answer phone calls.
Personal Qualities:
- Maintain and increase technical knowledge and ability to apply this knowledge.
- Keep CPD records in accordance with the firm's T&D plan.
- Ensure client confidentiality and do not discuss client financial and personal affairs with third parties without client permission.
- Maintain awareness of new products and market developments.
- Ensure all internal and external communications are polite and respectful, representing the firm in a professional manner.
Qualifications/Capabilities:
- Continually improve upon qualifications and skills by following a programme of personal development as agreed with the firm.
- Maintain an acceptable knowledge of the Regulatory framework.
Skills:
- Understanding information and documentation required to process new business, claims, and amendments to existing client policies and investments.
- Keyboard and computer skills, including Word, Outlook, Excel, Adviser Office, Papercloud, and Gateway.
- Communication and interpersonal skills for dealing with colleagues, clients, and companies.
- Letter writing skills and information presentation.
- High degree of organisational skills and attention to detail.
- Exceptional client service and communication skills.
Knowledge:
- Understanding of Regulatory framework.
- Knowledge of financial services products.
- Experience of provider investment platforms.
- Experience within the financial services industry.
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