Administrator
21 hours ago
An exciting opportunity has just been created for an administrator to join a national financial advisory firm at their Chichester location.
Experience of working in financial services is preferred, but administrators from other industries will be considered.
**KEY RESPONSIBILITIES AND ACCOUNTABILITIES**
**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.
**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
**SALARY & BENEFITS**
- £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
**Job Types**: Full-time, Permanent
**Salary**: £22,000.00-£24,000.00 per year
Schedule:
- Monday to Friday
Reference ID: AFC0622
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