Team Support Adminisrator- Financial Services
Team Support Adminisrator- Financial Services
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Services experienced candidate with time spent working in a regulated environment desirable; the successful candidate will benefit from a market leading salary, benefits package and importantly the opportunity to progress in their career with support both personally and financially.
Role Purpose
To provide administrative support to the private client team, to ensure that they have timely and accurate information.
To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems.
Key Responsibilities
- You will input fact find details onto Intelligent Office
- You will undertake scanning and ensure information is saved in the right place
- You will collate information and prepare client review meeting packs
- You will input and analyse completed risk profile questionnaires
- You will undertake post review work in accordance with the checklist
- You will liaise with the team regarding reviews that are due each month and keep opportunities up to date
- You will complete anti money laundering checks via Smart Search for individuals and companies house for corporate clients
- You will generate policy information request letters for letters of authority and change of agency and send to providers. Set up the event list and analysis sheet
- You will complete Policy analysis
- You will provide general administrative support to private client team members e.g. post
- You will maintain and update my talent development record, via the Beckett Academy App, ensuring my objectives are up to date and impact of any training is recorded
Essential Skills
Attention to detail/accuracy
Computer literate and data management
Analytical
Good organisational and prioritisation skills
Time management
Team working
Ability to build and maintain relationships
Communication - written and verbal
Ability to identify and raise any issues or errors
Ability to follow rules and procedures
Desirable Skills
Progress towards the Diploma in Financial Planning
Providing accurate and timely administrative support
Knowledge of pensions and investments
Mentoring
Ability to work pro-actively and on own initiative
Creativity and innovation
Personal attributes
Behaving in a professional manner
Trust and integrity
Curiosity and willingness to learn and improve
Willing to help and support the wider Becketts team e.g. covering reception/IT queries
Development
All professional exams paid for
Personal study plans for CII professional qualifications
Paid study leave
Study books and resources paid for
Benefits
29 days holiday + office closed between Christmas and New Year + Birthday off
5% pension contribution
Flexible working
Hybrid working (after 1 year)
Profit Share
Social events
Free parking
Free drinks/fruit
Cycle to work
Length of service recognition
Discounted legal services
Life cover and income protection
Healthcare cash plan
Private health care scheme
Required skills
- General Administrative Support
Reference: 52309851
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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