Financial Services Administrator

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Financial Services Administrator

Reepham

Post Date, 20/11/2024

Salary: 24000-30000 per annum

Permanent

My client is a well-established Financial Planning Practice with offices in an attractive rural location, just north of the city 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 established Client Services Team.

Salary - £24,000 to £30,000 depending on experience and qualifications

Working hours - Monday to Friday - initially 9am to 5pm with flexible working arrangements once initial training completed.

Total Hours per week -37.5 hours

Main Responsibilities

Summary of Role

To deal with day-to-day administration requirements of the business to deliver 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 our 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:

To be working towards the Diploma or willing to start the exams.

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

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:-

  • Competitive Salary
  • Bonus scheme
  • Death in Service
  • Pension Contributions
  • 25 days holiday

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 7
  • Last Date: 08/01/2025
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