Financial Services Administrator

Hours: Monday to Friday, 9.00am to 5.00pm with a one-hour break (35 hours)
Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare

Responsibilities:

• Client correspondence, written and verbal.
• Processing New Business.
• Completing MiFID Compliant Costs and Charges for clients ahead of their annual review.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Illustration requests.
• Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
• Taking phone calls, enquiries, and requests, and handling them where appropriate.
• Back-office support.
• Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
• Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
• Good working knowledge of Intelligent Office and Provider Platforms.
• Confidence with IT and office software packages including Teams, Outlook, Word, and Excel.
• Management and prioritising workloads.