Administrator - Financial Services

1 week ago


Kingsbridge, United Kingdom Robinson Financial Careers Full time

An exciting opportunity has just been created for an administrator to join a national financial services firm at their Kingsbridge location.

Experience of working in financial services is preferred, but administrators from other industries will be considered.

Hybrid working will be considered

**Role Summary**

**General Administration**:

- supporting Paraplanners and Advisers with general administration, such as printing, filing and gathering information (from providers and clients).

**Post handling**:

- opening post, scanning and distributing as required.

**Valuations**:

- using back-office and online systems to provide periodic valuations for clients.

**Liaising with Providers**:

- various activities including valuations, new business, information and general administration.

**Back Office systems**:

- using a range of office systems to support the business and client records.

**Record Keeping**:

- ensuring that client records are kept up to date.

**Annual Reviews** - support to Advisers and Paraplanners in preparing client annual reviews.

**Filing**:

- electronic and paper files maintained correctly.

**New Investments/Pensions**:
**New Insurance Policies**:
**Withdrawals**:

- processing paper and electronic withdrawal instructions and updating records.

**Compliance**:

- adherence to compliance guidelines.

**Fee reconciliation**:

- checking that fee payments due are received and allocating appropriately.

**Client meetings** - greeting clients, providing refreshments and supporting Advisers as required.

**The Ideal Person**
- Financial Services administrative experience in a fast-paced business would be an advantage
- Proactive
- Attention to detail
- Flexible
- Good at building relationships

**Package**
- £Competitive
- 25 days’ holiday plus bank holidays
- Additional day holiday for your birthday
- Enhanced Maternity, Paternity & Adoption Policy
- Death in Service, 4 x salary
- Opportunity to purchase additional annual leave up to 5 days
- Auto enrolment - Royal London pension scheme - Employee 5%, Employer 4%
- Ride to Work Scheme
- Corporate Eye Care Scheme - Specsavers



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