Financial Services Administrator

24 hours ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

Job Summary

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We are seeking an experienced Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our administrative staff, you will provide proactive support services to our advisers and clients.

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In this role, you will be responsible for arranging plans and investments as recommended by our advisers, providing administrative and technical support to enable them to advise their clients accordingly. You will also ensure compliance and regulatory requirements are adhered to.

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The ideal candidate will have a minimum of two years' experience working in the Financial Services sector, with knowledge of back-office systems such as Intelligent Office, Transact, Standard Life, Elevate, and OMW. You should have a good understanding of financial services terminology and be able to communicate effectively with clients and colleagues.

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Key Responsibilities

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  • Arranging agency servicing transfers and ensuring plan information is accurate and up to date\
  • Keeping up to date with IT and back-office systems changes to ensure efficiency and accuracy\
  • Preparing files for review meetings, writing agendas, and ensuring post-meeting actions are processed within service level agreements\
  • Diary and task management of client work\
  • Processing and submitting new business\
  • Processing and submitting changes to existing plans, investments, and policies\
  • Producing plan, policy, fund information\
  • Ensuring the client file meets auditing expectations\
  • Annual re-assessments of suitability\
  • Annual drawdown re-assessment\
  • Processing changes to client details and liaising with 3rd parties to ensure changes are accurately completed\
  • Data extraction, checking, and analysis\
  • Prioritizing work and contributing to the team and business goals\
  • Taking accurate minutes of meetings\
  • Client communication (letter, email, telephone, and face-to-face)\
  • Bulk mailing (letter and email)\
  • Assisting with implementing and improving administrative processes\
  • Ensuring new client sign-ups are processed timely and accurately, with the required servicing and fee schedule adhered to\
  • Accurate system updating, identifying and rectifying errors\
  • Preparing and dispatching client valuation reports\
  • Providing technical support to the Advisers and other team members\
  • Answering technical client queries\
  • Competent administration through wrap platforms utilized by the company\
  • Answering the telephone promptly and communicating positively and effectively\
  • Other ad-hoc duties as required\


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