Financial Services Administrator

2 months ago

Milton Keynes, United Kingdom CV-Library Full time

Are you looking for a truly solid long term professional career?

Ever thought about the world of pensions and investments?

Do you live in or near Milton Keynes and are educated to at last A level standard with a proven passion for great customer services and what is going on in the world of economics?

Do you have great people, personal presentation and communication skills?

Well, what an exciting opportunity to join an award winning Financial Advisory firm, as accredited by the Financial Times, and one of Buckinghamshire's fastest growing Independent Financial Advisors

located in beautiful riverside offices, working with a dynamic, professional, and friendly team in a business with a definite professional carer path

If you are an exceptionally organised, logical and pragmatic individual with a proven track record of being able to multi-task, juggling work activities and deadlines simultaneously, have advanced Excel skills, can put presentations together and are a real completer finisher, and are looking for that solid career path in the financial advisory world, then this may well be the role for you.

Role: Financial Services Business Assistant

Location: Milton Keynes, Bucks

Salary: market competitive and is dependent on skills, experience, and qualifications Circa £25,000 When you become a financial advisors over the years, this is a great rewarding career in every way.

Benefits:
pension
28 days holiday (inc bank holidays) PLUS additional holidays to cover Christmas and New Year closure
parking
Training in the financial services sector a great career path for the future

Hours: worked Monday to Friday 8.00am - 5.00pm (normally 4.00pm finish on a Friday)

Overview of The Financial Services Business Coordinator
Primarily, you will be involved in the administration support of overseeing new business cases, creating confidential files, helping with compilation of reports, fact finding etc supporting the financial advisors. You will be supporting with your great admin and customer care skills, to both existing and potential clients, performing all administrative activities required in progressing a case from start to finish, for example, ensuring the correct documentation is in place for reports to be written for a new client or one of the existing clients

Much of the role would be helping to coordinate responses from the clients’ providers and keeping members of the Financial Services team updated as to where a case is at as well as providing feedback to the senior team of advisors.

The role involves monitoring the progress of cases in a timely manner, ensuring deadlines are achieved.

Key Responsibilities

* Providing clear information on clients cases as required by the Financial Advisors, presenting this information both electronically via spreadsheets as well as manually. This information is to show tracking of cases, status, etc so attention to detail and clarity of presentation is essential

* Undergoing a basic analysis of client policy information to ensure all information required is captured, and correct (training will be given)

* Undergoing checks for suitability and correct reports and letters for quality and content (training will be given)

* Assisting with completion of provider applications for new and existing client business

* Liaising with third-party companies/providers ensuring all relevant information is captured and disseminated

Personal Attributes / Skills required of the Financial Services Business Coordinator
This role is a pretty unique one and pivotal to the Financial Services team to ensure they provide the best financial advice on their clients pensions and investments. To do this role you will need to have/be able to do the following:

* Provide accurate, detailed and complete accurate information

* Be able to demonstrate confidentiality at all times.

* Possess clear, accurate and concise verbal and written communication with the confidence to deal with all levels

* Very high level of accuracy and attention to detail

* Ability to work on your own initiative

* Great planning and organisation skills

* great Time management skills working to and achieving essential deadlines so can be presssurised at times

* A competent, efficient and problem solving individual with proven examples in your working/educational career

* Willingness to learn and develop your skills in the Financial Services sector

* Highly Analytical with great data presentation skills

* Great at managing things from start to finish and all the processes that go with it

* A supportive team player with exceptional customer care and admin support skills

* Calm and a great team player

Experience Required

You will have worked as a team business coordinator type role where you will have been exposed to using Excel to a high level, reporting and analysing data, ensuring all relevant documentation was absolutely 100% accurate and compliant.

You will have great customer skills, being able to liaise professionally and confidently with internal and external clients.

Excellent IT, keyboard, presentation and report writing skills,

Whilst experience/understanding of the financial services and investments sector would be great, it is not essential, as training will be given to the successful applicant.

This really is a rare career path opportunity to join such a prestigious and engaging, award winning Financial Services company, so if you are looking to be part of the company and support to the team, then please send your CV to James Newbury Appointments for review

If you do not hear back withing 1 working week, we are sorry but on this occasion you have not been shortlisted, but thank you for applying

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