Financial Servicces Administrator

THE OPPORTUNITY:

Macildowie are currently recruiting for a Financial Services Administrator working for a business based in Lemington Spa. This role is responsible for providing efficient and effective administrative support to a team of advisers and paraplanners. The role is focused on client service and client retention, ensuring that our promises to clients are delivered. With traditional mailing and telephone calls, the role holder will ensure that clients are offered their regular financial reviews and maintain the client records system to enable swift and accurate management information is available to Senior Managers.

This is a role which is permanent and has full time hours.

THE ROLE & YOUR RESPONSIBILITIES:

Establish contact with clients and gather sufficient information needed to enable the delivery of agreed services.
Day to day management of client contact strategy to deliver client reviews.
Preparation and production of client mailings related to review services.
Processing of response forms and liaising with advisers to ensure clients are reviewed as agreed.
Preparation and production of Review Meeting Packs including Valuations
Undertaking large scale data cleansing exercises, cash audits or other centralised activities
Adhere to all company process and procedures.
Complete all documentation for the review process in a thorough and conscientious manner.
Maintain client records on Intelligent Office to ensure they are up to date and accurate and in line with company standards.
Be aware of limits of authorisation, in particular, know when to refer queries to a suitably qualified individual.
Be adequately prepared for regular and annual review meetings with supervisor.
Promote professional behaviour by demonstrating courtesy and respect to all colleagues and following the Company's equality and diversity policy at all times.
Ensuring health and safety policies are observed.
Completion of other reasonable duties, as defined by the Senior Management Team.

EXPERIENCE SOUGHT IN THE SUCCESSFUL CANDIDATE:

Knowledge of the financial planning market including products and services.
Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role.
1 year plus experience in an IFA/Wealth Management environment.

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Macildowie are a recruitment business working on behalf of a client to recruit this role. Your personal data may be forwarded to that client company as part of the application process.

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Macildowie is a specialist recruitment consultancy with a rich history of enhancing the careers of professionals across the Midlands and the Northern Home Counties. We have an unrivalled understanding of the local market place and recruit for the majority of the region's premier employers. To search for all of our live jobs please visit us at macildowie.com.