Financial Services Administrator

Kidderminster

Hybrid working Full Time with 2 days WFH - £25-30,000 per annum

Our client is recruiting for their Warwick office as support to the Office Manager & Financial Planners. This role is to provide an efficient, high quality and compliant service to clients. You will deliver a full customer service in a professional, timely and efficient manner.

Day to Day duties as a Financial Services Administrator will include the following
- Obtaining provider information (LOA) and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive report
- Run Risk Profiler results via FE Analytics
- Processing New Business following adviser handover
- Ensuring all compliance documents on file/provided by adviser prior to submission
- Submission to providers direct or electronically via platform
- Adding plan and activity for tracking to completion and ensuring client advised of progress throughout this process
- Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
- Producing Risk Profiler results where required and ensure client authorisation received to complete switch in line with MIFID II requirements
- Processing and monitoring switch directly with provider or electronically via platform and preparing valuation reports
- Preparing supporting performance documentation for client review appointments
- Preparing review checklist for adviser/client appointments
- Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form)
- Preparing half yearly valuation reports for issue to client (postal or electronic)
- Providing Post Review Summary report to client following adviser handover
- Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser
- Ensuring any instructions received are confirmed in writing by client and authentication process is followed
- Updating back office system to maintain accurate client data/records
- Client liaison and assisting with queries
- Filing/scanning/photocopying/post/franking/answering phone calls

Key Skills and Requirements as a Financial Services Administrator, you will need the following qualities & experience:

- You must have at least 2 years’ experience in an IFA setting
- Quality Service Delivery
- Demonstrating good customer communication and relationships
- Team working and collaboration
- Planning and Prioritising
- Using systems and processes
- Demonstrate honesty and integrity
- Adaptability
- Enthusiasm
- Dependability
- Personal commitment

What’s on offer for the successful Financial Services Administrator
- Company sick pay
- Pension Salary Sacrifice
- Life assurance X4 salary
- Income protection
- Holiday entitlement (exc BH) Starting 23 days then after 2 years - 24, after 4 years 25
- Study leave
- Hybrid working Full Time with 2 days WFH
- Recruitment referral scheme
- Mortgage advice

Arden Personnel is a local independent recruitment agency with two offices. The first office is in Alcester, Warwickshire and the second office is in Redditch, Worcestershire. We recruit for companies based in Alcester, Evesham, Bidford-on-Avon, Stratford-upon-Avon, Henley-in-Arden, Leamington Spa, Warwick, Pershore, Redditch, Bromsgrove, and Studley.

We want your experience with using a recruitment agency to be a good one and will always endeavour to get back to all applicants within 48 hours. You can also contact us at our Alcester office on 01789 532220 or our Redditch office on 01527 911700.

Administration, PA/Executive Assistants, Secretarial, Reception, Marketing, IT, HR, Finance, Customer Services, Purchasing, Supply Chain and some Industrial.

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**Job Types**: Full-time, Permanent

Pay: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Financial planning services
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

**Experience**:

- IFA: 2 years (required)

Work Location: In person

Reference ID: 824