Financial Services Administrator

Our client based in Hale,  Altrincham is currently looking to recruit an experienced  Financial Services Administrator on a permanent basis...

To provide efficient, friendly, and professional administration support to both clients & IFAs.

The Role:

• Dealing with adhoc queries from Advisers/Clients/Providers
• Tasks to be recorded and maintained via back-office systems
• Maintenance of client files
• Postal activity (incoming/outgoing)
• New business processing (Online/Post)
• Loading relevant data on to CRM database
• Processing Letters of Authority
• Valuations
• Liaise with 3 rd Party Providers & Paraplanners
• Preparing Client Meeting Packs
• Gather quotes/illustrations / Fact Sheets / Order Projections
• Booking Client Review Appointments & Managing IFA’s diary
• Print & Bind Client Suitability Reports
• Administration of client investment funds, constructing client portfolios
• Update IFA & Client on progress on New Business cases
• Maintenance of all client policy data & associated income expectancies
• Process Client Withdrawals as and when required

Requirements:

Skills

• Good communication skills, both oral and written
• Excellent administrative skills
• Accurate keyboard/data entry skills
• Excellent accuracy skills and attention to detail
• An excellent team player with an adaptable and flexible approach to work
• Ability to build and develop effective working relationships at all levels

Experience

• Financial services industry/wealth management experience – Essential
• Experience of working within defined service standards, policies and procedures
• Longevity and proven commitment within previous employment – Essential

Knowledge

• Good knowledge of Microsoft Office
• A proven track record in delivering excellent client satisfaction
• A good knowledge and understanding of a wide range of financial products – Ideal
• Basic knowledge of regulatory requirements – Ideal

Package:

• Salary: Competitive depending on experience
• Benefits: Death in Service Cover (4 x Salary), 6% Employer Contribution to Pension, PHI Long term sickness cover (75% of Salary)
• Holidays: 25 Days + Bank Holidays (Increasing by 1 day per year up to a max of 30 days)
• Study support for industry-related qualifications
• Office-based role (Hale): Working Hours: Mon – Fri 8.30 am – 5 pm (Flexible)