Financial Services Administrator

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.

My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team.

Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).

Total Hours per week - 37.5 hours

Main Responsibilities

Summary of Role

You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.

Handle day to day post routines including: -

Scanning and filing relevant post

Franking and preparing post out

General Office Duties including: -

Answering calls and taking messages

Dealing with client queries

Updating ‘task’ management system

Updating my clients back-office system

Welcoming visitors, making refreshments

Managing adviser’s appointments

Adviser Support including: -

Requesting and collating plan information

Assisting in client meeting preparation

Preparing client letters and illustrations

Liaising with clients and providers

Ongoing Client Reporting and Review Documentation including: -

Producing and sending portfolio reports to clients

Preparing review documents for adviser

Preparing fund performance information

Trading and New Business Processing including: -

On-line submission of pension and investment applications

Buying and selling trades on Investment Platforms

Submitting client’s income requirements

Fund switch trading on investment platforms

Checking completion of all trades

Medical underwriting applications with clients for life cover

Professional Qualifications:

You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies.

Qualification Requirement

Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.

Desirable – A Levels - 2 subjects C or above or equivalent

Minimum Experience

The ideal candidate will need a minimum of 2 years’ experience within a similar role.

Desired skills and personal qualities

Communication skills

Attention to detail

Problem solving skills

Presentation skills

Administrative skills

Analytical skills

Team working

Patience

Professional email/letter writing

Benefits Package:-

* A competitive Salary of £25,000 to £35,000 (dependent on experience and qualifications)

* Bonus scheme

* Death in Service

* Pension Contributions

* 25 days holiday