Financial Services Administrator

Posted 8 October by REED Insurance
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My Client are a well regarded Senior SJP Practise based in Clifton who can offer free onsite car parking and flexibility to work form home up to 2 days per week. They seek a Financial service administrator to join their team due to internal promotion.

Job Overview:

• To support the Advisers and Paraplanners by dealing effectively with day to day business.

• To operate and maintain (as directed) effective systems, processes and procedures which enable the business to run efficiently and effectively.

• Communicate effectively within the Practice and with external teams: Advisers, Clients and Product Providers.

• Act as a point of contact and deal effectively with queries from clients and other parties.

• Manage, prioritise and co-ordinate own workload in a timely fashion with an exceptional attention to detail.

Job Specification:

• Send off LOAs to product providers

• Chase product providers until all information is received

• Utilise checklists to ensure all information is received and correct from third parties

• Check and print Mifid letters and ensure the process has been completed by the Advisers

• Prepare client documentation as required.

• Updating systems to ensure data is kept up to date.

• Liaise and deal with Client, Adviser and Provider correspondence including telephone, email and letter all within a timely manner.

• General office duties – Greet clients, take calls, post, stationary etc

Person Specification:

• Previous experience working within the financial services industry.

• Understanding and knowledge of financial services products available within the advice setting.

• Good level of knowledge especially in respect of pensions and investments.

• Strong IT skills using Outlook, Word, Excel

• Excellent inter-personal skills, both written and verbal.

• Accurate, with exceptional attention to detail.

• The ability to work well within a busy team environment.

• A 'can do' attitude and a positive approach to work.

• The ability to work on own initiative and continue to develop skills and knowledge.

Company Benefits

• Exam support

• 4 X Death in service benefit

• Personal Health Plan (once probation period passed)

• Group Personal Pension

• 25 days holiday per annum

• Working Hours 8.30 – 5pm (1 hour for lunch)

• Combination of office and remote working

• Salary Range dependent upon experience

• Participation in company bonus scheme

Reference: 44315713

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