Financial Services Assistant

2 days ago

Newton Aycliffe, United Kingdom Sterling Trust Professional Limited Full time

**KEY JOB TASKS AND SKILLS**

**FINANCIAL SERVICES ASSISTANT**

**Based at**:XXXXXXXXXXXXX

**Position reports to**:XXXXXXXXXXXXXXXXXXXXXXXX

**Purpose of the role**

To provide both clerical and administrative support to ensure the smooth running of the firm.

**Skills and knowledge**

**_Skills _**:

- _
- Good written and oral communication skills.
- Good report writing skills.
- Good methodical and organisational skills.
- Computer literacy and good typing skills.
- Accurate with good attention to detail.

**_Knowledge _**
- Detailed knowledge of the FCA’s and the firm’s record keeping requirements.
- Basic knowledge of the financial services sector.
- Knowledge of the following software packages: IRESS and Volume
- Knowledge of all business areas - investment, pensions and protection

**Responsibilities**
*

**_General _**:

- _
- Comply at all times with the firm’s Compliance; Training & Competence; Complaints and

Data Security policies / procedures.
- To ensure that the firm’s clients are treated fairly at all times.
- To work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience.
- Attend training and to develop relevant knowledge and skills.
- _Specific _
- Processing and distributing incoming post. Preparing/logging of outgoing post.
- Create and maintain filing systems / client files.

Ref: 301
- Arrange meetings / book appointments.
- Accurate recording and maintenance of information onto Adviser Office/XPLAN (our client back office software)
- Scanning documentation onto Volume (IFA specific software product)
- Update and maintain the firm’s records / registers, as required.
- Update and maintain the firm’s diary system.
- The processing of all sales related paperwork from submission to completion and any ongoing administration for all business areas, e.g. investments, pensions, protection, etc.
- Compiling invoices.
- Ordering and maintaining stationery and equipment supplies.
- Liaising with product providers / mortgage lenders, as and when necessary.
- Assisting advisers in the creation of client financial reports / letters.
- Monitor receipt of commission / fee payments from clients.
- To attend meetings as and when required.
- Maintain a computerised customer database.
- Type and word-process various documents and electronic information.
- Create financial reports using spreadsheets.
- Dealing with client issues and enquiries.
- All client and general administration.
- Obtaining valuations (client or adviser request)
- Compilation of quotations for advisers
- Provision of general support for advisers

Ref: 301

**Salary**: £20,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Life insurance
- On-site parking
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

**Experience**:

- IFA: 1 year (preferred)

Willingness to travel:

- 25% (preferred)

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