Financial Services Administrator in Belaugh Green - CV-Library

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

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