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Financial Services Administrator

2 months ago

Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
{"title": "Financial Services Administrator", "description": "Job Summary

We are seeking a highly organized and efficient Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our team, you will provide administrative support to our Financial Planners, ensuring the smooth delivery of services to our clients.

Key Responsibilities
  • Assist in the preparation of New Business Files
  • Submit New Business files and data input of recommendations made/client details on the back-office system
  • Involved in post-sale communication, contacting providers for updates
  • Help manage the review process, including booking in client reviews, completion of portfolio review reports, and actioning the outcome of reviews and audits
Requirements
  • Relevant industry experience, currently or recently working in an IFA practice in a similar role
  • PA experience may be advantageous, e.g., organizing travel, taking calls, and managing emails of a Director
  • Extremely organized and efficient individual with a keen eye for detail and ability to prioritize workload
  • Experienced in meeting with clients face-to-face
Benefits
  • 21 days holiday plus bank holidays, with additional day every 2 years (max 3)
  • Pension - 3% employee and 6% employer
  • Four times Death in Service
  • Income protection pay
  • Cycle to work scheme
  • Free parking
  • Free access to a financial adviser
  • Sick pay (up to 4 weeks)
  • Qualifications funded and supported by a professional external training company with a 90% plus, first-time pass rate
", "lang_code": "en"}