Senior Financial Services Administrator

Posted 2 days ago by Pertemps Plymouth Commercial
Easy Apply
£25,000 - £32,000 per annum
Plymouth , Devon
Permanent, full-time
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Posted by Pertemps Plymouth Commercial
Pertemps is looking for a Senior Financial Services Administrator to join one of the South West's leading firms of Independant Financial Planners, carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.

This is an excellent opportunity to take your financial administrative career to the next level, and you'd be working from their beautiful offices only a stone's throw away from Plymouth Hoe. 

You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position. 

Job details for the Senior Financial Services Administrator:
  • Salary: £25,000 - £32,000 depending on experience
  • Full time - 9-5 Monday to Thursday, 9-4 Friday

Skills required to be a Senior Financial Services Administrator:
  • Highly effective time management and organisational skills
  • Ability to work as part of a team
  • Ability to work under pressure
  • Good literacy and numeracy skills Proficient in use of Microsoft Office
  • Excellent communication and interpersonal Skills (verbal and written)
  • Articulate with attention to detail
  • Ability to work within defined business processes

The following are key for the Senior Financial Services Administrator role:
Client Servicing
  • Preparing new business and client review packs for client meetings
  • Assisting with the production of accurate client portfolio valuations statements Obtaining literature and forms from providers and pre-completing basic client details
  • Obtaining Anti-Money Laundering Requirements and conducting electronic checks for new and existing clients
  • Highlighting and assisting in the client review process to deal with policy queries.

Processing new business submissions
  • To use an appropriate system to record all new business submitted to providers. 
  • To record all new business and advice events accurately on back-office systems
  • Liaise with product providers to ensure all applications are received, completed, and attend to outstanding requirements, communicating with relevant adviser.
  • Correctly record commission and fees and issue invoices where necessary
  • Produce Illustrations, valuations, report writing, analysis, fact-find, when required.

Managing correspondence and maintaining client files
  • Linking all incoming and outgoing relevant documentation and correspondence onto client files including: All written and electronic correspondence - Conversations and emails with clients - Conversations with providers
  • Ensuring electronic client files are organised and updated to ensure information is easily accessible when required.
  • All ensure all client facing correspondence has been proofread Ensuring advisers produce follow-up notes to client meetings.

Company Compliance
  • Ensuring all tasks are carried out within FCA regulatory
  • Notifying advisers of any complaints received and following appropriate procedures within complaints handling process.
  • Recording all correspondence
  • Following Anti-Money Laundering Procedures
  • Liaise with compliance or senior management when you highlight a case which you feel does not meet company policy or procedures.
  • To ensure that all activity complies with company procedures.

Does this interest you? Then please apply with your CV today! Please contact Emma Hutchings at the Plymouth branch for more information on the role.

Reference: 52519083

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