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Financial Services Administrator

CV-Library

Posted on Oct 7, 2021 by CV-Library

Sandbach, Cheshire, United Kingdom
Accountancy
Immediate Start
£19k - £21k Annual
Full-Time
We have a lucrative opportunity for a Financial Services Administrator to join a successful and thriving company based in Cheshire. You will be supporting a team of Independent Financial Advisors, in a specialist market.

Job Description:

To work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience.
To deal with telephone/email enquiries.
Sorting and distributing incoming post and organising and sending outgoing post.
Create and maintain filing systems/client files.
Arrange meetings/book appointments.
Update and maintain the firm’s records/registers, as required.
Update and maintain the firm’s diary system.
Prepare and issue proposal packs.
Submitting new business.
Compiling invoices.
Liaising with product providers, as and when necessary.
Assisting advisers/paraplanners in the creation of client financial reports/letters.
Monitor fee payments from clients.
Type and word-process various documents and electronic information.
Create financial reports using spreadsheets.
Prepare client portfolio reviews. Candidate Requirements:

GCSE Maths and English
Previous office administration experience is essential
Exceptional customer service skills
Experience within Financial Services, Banking, Wealth Management, Insurance or a Legal environment or similar is essential
Wide-ranging IT skills and knowledge including Microsoft Word & Excel
The ability to adapt to a fast-moving environment
Ability to remain calm and professional even when under pressure This role would suit people who also have the following experience: Financial Services Administrator, Insurance Administrator, Banking, Legal Administrator, Claims Administrator, Underwriting, Wealth Management, Independent Financial Advisor.

Commutable from: Crewe, Nantwich, Northwich, Middlewich, Congleton, Winsford.

Hours: Monday – Friday 8:30am – 5:00pm
Salary: £19,000 - £21,000 per annum DOE

Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region

Reference: 214839890

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