Financial Administrator

1 month ago

Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Administrator / Client Services Role

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator / Client Services professional to join their team in Birmingham. The ideal candidate will have experience in financial administration and client services, with a strong focus on delivering high-quality support to clients and colleagues alike.

Key Responsibilities:
  • Provide exceptional customer service, ensuring all dealings with clients are professional and courteous
  • Conduct thorough product and market research to stay up-to-date on industry developments
  • Maintain accurate and compliant documentation, adhering to company procedures
  • Meet performance standards, ensuring timely and efficient completion of tasks
  • Stay current with relevant Continuing Professional Development (CPD) requirements
  • Process new applications, top-ups, and paper-based applications for life, investment, and pension business, ensuring compliance and satisfactory completion
  • Manage trackers and spreadsheets, maintaining accurate records as required by the Client Services Manager
  • Run comprehensive IO activities for new business, top-ups, and policy variations, ensuring compliance and timely completion
  • Add fees, payaways, and splits entries to IO
  • Understand Adviser Bandings and Introducers/Payaways
  • Oversee Annual Reviews and Portfolio Reviews, ensuring timely delivery and action by advisers and the Review Team
  • Assist the Review Team with ARs and PRs in overflow situations
  • Check Portfolio Reports prepared by the Review Team
  • Liaise with clients, solicitors, accountants, life offices, lenders, and platform providers via phone, email, fax, and letter
  • Handle complex administration enquiries and queries as directed by the Client Services Manager
  • Provide training and mentoring to CSEs and apprentice staff as directed by the Client Services Manager
  • Oversee and sign off Platform withdrawals, fund switches, and transactions
  • Produce ad-hoc and standard letters in response to customer/provider queries
  • Obtain life, investment, and pension quotations using research tools
  • Present quotations to advisers, including relevant data and documents
  • Have a comprehensive understanding of the IO back office system and its role in the business
  • Have a good working knowledge of EIM platforms and their operation, including cash balance maintenance
  • Ensure all files are compliant and prepare compliance documents
  • Handle Group Scheme Renewals/Auto Enrolment schemes, including paper-based or online renewals and ongoing support
  • Provide ongoing administration of platform and non-platform based investment and pension products, including Sipps and SSASs

Requirements:

  • Requisite knowledge and experience for the role
  • Basic administration, technical knowledge, and qualifications for the job role
  • Mentoring Junior members of the Client Service Team
  • Detailed knowledge and understanding of the firm's administration and client service requirements
  • Understanding of providing advice to clients in a compliant manner, as detailed in the firm's compliance manual and procedures

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