Administrator

2 weeks ago

Godalming, United Kingdom CV-Library Full time

Our client is looking for a highly experienced and motivated Administrator to join their growing team in the financial services sector. The ideal candidate will have experience in the financial services industry, with a strong background in administering various financial products.

Company Benefits:

* Company pension scheme.

* Private Medical Insurance (PMI) and other health-related benefits.

* Income Protection (IP) and Death in Service (DIS) coverage.

* Discretionary and performance-related annual bonuses.

* 22 days annual leave, plus one additional day for each year of service, up to a maximum of 25 days.

Key Responsibilities:

* Manage the processing of new business for both individual and corporate clients, ensuring all documentation and regulatory requirements are met in a timely manner.

* Possess extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts (VCTs), pensions (individual and group), Private Medical Insurance (PMI), and Life Insurance-related business.

* Confidently liaise with clients and internal teams over the phone, delivering excellent service while maintaining a professional and approachable manner.

* Be highly skilled in using XPlan software, with a focus on fee reconciliation and other related functionalities. This will be a critical part of your daily tasks.

* Provide comprehensive administrative support to financial advisors and advisory support teams, ensuring smooth operations and compliance with company procedures.

* Demonstrate excellent numeracy skills and proficiency in using Excel for data analysis, reporting, and other administrative tasks.

Experience and Skills Requirements

* Minimum of five years’ experience in financial services, with a solid understanding of financial products and services.

* Diploma-level qualification in Financial Services (or working towards) is essential.

* Proficient in using XPlan software, with a particular focus on fee reconciliation features.

* Strong skills in Microsoft Excel, with the ability to analyse data and generate reports.

* Confident and articulate when speaking on the phone with clients and team members.

* A team player who is able to collaborate effectively with advisory and admin teams.

* Excellent numerical ability with an attention to detail and accuracy.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted

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