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Financial Services Administrator

2 months ago

Stonehouse, Plymouth, United Kingdom Service Service Employment Agency Limited Full time
About the Role

We are seeking an experienced Administrative Professional to join our team at Service Service Employment Agency Limited. As a key member of our team, you will play a vital role in providing administrative support to our clients and ensuring the smooth operation of our business.

Key Responsibilities
  • Business Processing
    • Verify the accuracy and completeness of new business documentation.
    • Process business applications accurately and efficiently, ensuring compliance with our firm's standards.
    • Maintain supporting documentation in accordance with company procedures.
    • Record fees and ensure timely follow-up on all work.
    • Liaise with product providers to ensure timely and accurate responses to clients.
    • Send letters of authority and gather accurate information.
    • Obtain illustrations and application forms.
    • Produce portfolio valuations.
    • Ensure fund switches and rebalances are carried out accurately and within company timescales.
  • Client Servicing
    • Provide a friendly and professional point of contact for clients and enquiries.
    • Create and maintain accurate client records on back-office systems, platforms, and other IT systems.
    • Prepare client documentation and correspondence pre and post meetings, as per business processes.
    • Ensure action points resulting from client meetings are diarised and dealt with.
    • Organise and diarise client meetings.
    • Deliver relevant service standards throughout the year.
  • Reviews
    • Organise client review meetings in accordance with the Annual Review Process.
    • Prepare client review documentation as per the Annual Review Process.
    • Support Financial Planners in the delivery of reviews.
    • Assist in the implementation of agreed action points.
  • General Administration
    • Answer the telephone and ensure back-office systems are kept up to date.
    • Filter Financial Planners' general information, queries, phone calls, and invitations.
    • Open, scan, log, and allocate incoming post.
    • General correspondence.
    • Other duties as directed by management.
    Personal Specification

We are looking for an individual with the following skills and experience:

  • Knowledge
    • Microsoft Word, Excel, and electronic diary management (essential).
    • Advanced Excel (desirable).
    • Financial Services back-office systems (essential).
    • Knowledge of Financial Services products and solutions (essential).
  • Skills
    • Interpersonal skills to develop and maintain client trust and inspire confidence (essential).
    • Able to communicate effectively in verbal and written form (essential).
    • Highly organised, methodical, and disciplined (essential).
    • Shows initiative and takes personal responsibility for completing tasks (essential).
    • Able to work within defined business processes (essential).
    • Adopts a positive attitude, willing to assist others when busy (essential).
    • Able to work under pressure on occasions to achieve deadlines (essential).
    • Attention to detail (essential).
    • Able to achieve agreed outcomes without supervision (essential).
    • Able to prioritise and plan workload (essential).
  • Experience
    • At least 2 years working as an Administrator (essential).
    • At least 2 years working within a Financial Planning environment (essential).
  • Qualifications
    • Relevant Industry qualifications (desirable).
    Benefits

We offer a competitive salary, circa £28,000.00, and a range of benefits, including:

  • 28 Days (inclusive of BH) + Christmas leave, additional days during office closure.
  • Pension.
  • PMI.
  • On-site parking.
  • Personal development, with opportunities for ongoing training and development.