Financial Services Administrator

2 weeks ago

Sheffield, United Kingdom Coburg Banks Limited Full time

One of the UK's largest and foremost law firms is currently looking to recruit a skilled and highly organised Administrator to provide support within the Asset Management part of the business.
Offering a salary of £25,000 - £30,000 dependent on experience plus excellent benefits including pension scheme, health insurance, critical illness cover, childcare vouchers, and discounted gym membership, this is a fantastic opportunity to join one of themost respected law firms in the UK.
**Please note**: This is a full-time permanent role. You would work from home or the Sheffield office, or a combination of the two, as part of the company's Flexible by Choice policy.
**The Role**
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Paraplanners.
Responsibilities will include
- Financial Planner activity scheduling and client meeting co-ordination (First Appointments, Presentation meetings and Annual Reviews) and recording such activities
- Supporting new business submissions by completing and distributing all relevant documentation, managing the progress of submissions and ensuring the CRM system is updated correctly
- Handling inbound / outbound queries from both internal and external clients together with third party providers.
- Administrative servicing of existing clients specifically preparation of client review reports, issuing recommendation reports and processing withdrawal requests.
- Key skills will include
- Strong IT skills, high MS Office competency
- Good communications and interpersonal skills, comfortable liaising with third parties and handling enquiries
- Excellent attention to detail, able to complete work in an accurate and efficient manner and manage own workload
- Strong problem-solving skills, able to deal with high volumes of work
**The Package**
Salary £25,000 - £30,000 dependent on experience, plus fantastic benefits package including
- A huge number of well-being initiatives to encourage positive mental health both in and out of the workplace
- Flexible working options to make sure that you're fully supported to work the way that best suits you
- Westfield health membership, offering discounted leisure and travel and refunds on medical services
**The Company**
The business you'll be working for is one of the largest law firms in the UK, operating out of 14 UK offices with over 2,500 members of staff. They are proud of their values and offer a huge number of well-being initiatives to encourage positive mental healthboth in and out of the workplace.

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