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Financial Services Administrator -Bedford

Posted 7 February by Focus Search and Selection Ended

Financial Services Administrator

We have an exciting opportunity for a Financial Services Administrator to assist the Sales Team by taking ownership and responsibility for running all aspects of the administrative side of the Sales Support function. You must be a team player who is able to provide an efficient and responsive administrative service, supporting proactive account support for the Sales Team.

Main duties will include the following:

  • Making calls to intermediaries to arrange appointments for the account managers.
  • Taking ownership of the weekly commission payment run, alongside responsibility for resolving any challenges that may arise.
  • Supporting the Business Development Managers and National Account Managers by building strong relationships with new and existing intermediary firms.
  • Maintaining the IFA database to ensure all records are accurate and kept fully up to date.
  • Be responsible for the production of reports advising the Sales Team of new cases / advisers and their activities.
  • To maintain an understanding of - and adhere to - the Data Protection Act, Anti-Money Laundering regulations and all relevant policies and procedures.
  • Answering general enquiries from advisers/networks by phone and email including product queries, advisor log on issues and letter of authority enquires.
  • General office duties to ensure agreed deadlines and service standards are met.

Skills, knowledge and experience

  • Financial services qualification desirable but not essential.
  • Good understanding of the market and current legislative and regulatory regimes.
  • Experience within a financial services role.
  • Ability to stay calm within a busy working environment and able to work towards deadlines.
  • Good understanding of Microsoft Office especially using Excel.

Don’t delay! Apply today for a confidential discussion.

Due to the overwhelming application responses received through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • Advisor
  • Financial Services
  • Microsoft Office
  • Sales Team
  • Sales Support

Reference: 34416979

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