Financial Services Administrator

Financial Services Administrator

Main purpose:

To provide administrative support to the advisers and Directors.

Reports to:

The Administration Manager

Duties and Key Responsibilities:

Provide general admin support to include:

• Preparing documents including client agreements, letters of authority and other documents.


• Dealing with letters, emails and phone calls from clients and 3rd parties


• Complex case implementation


Managing and maintaining confidential client information to include:

• Opening client files on Office 365 and Intelligent Office.


• Inputting information onto client records.


• Dealing with queries and gathering financial and client information.


• Provide support Admin Support including new business processing, review preparation and processing in a timely and efficient manner.


General responsibilities

• Follow company procedures, for example, in relation to data security and client confidentiality.


• Communicate with clients professionally and politely.
  
  Working in a financial services office environment for at least 12 months, preferably 2 years


• Understanding of financial services products and processes


• Emails and letter writing


• Accurate input of info onto client records


• Use of systems such as Office, Word etc.


Skills

1. Quality service delivery

Consistently develops and delivers excellent service to customers and advisers.

2. Customer communication

Develops effective relationships with and relationships customers and key contacts, handling and resolving issues through effective verbal, written and IT skills

3. Planning and prioritising

Successfully analyses and plans to deliver good outcomes for the business

4. Using systems and processes

Consistently adheres to systems and processes using proficient IT skills including risk, regulatory and governance requirements

5. Accuracy and attention to detail

Paying attention to the information being input not the systems and being given to clients and colleagues

Behaviours

1. Honesty and integrity

Truthful in their actions and doing the right things, even when not the easiest

2. Adaptability

Willingness to accept changing priorities and work patterns when new jobs need to be done, or requirements change

3. Enthusiasm

Shows drive and energy in their work when things are going well and when challenges arise

4. Dependability

Meets personal commitments and expectations by completing work and timekeeping

Centurion Chartered Financial Planners is an independent chartered financial planning business established over 15 years ago and currently comprising of 11 regulated advisers between Newton Abbot and Cheltenham. We currently have four offices with our head office being Clevedon just outside Bristol and have a total headcount of 24 employees. The vast majority of our work comes from solicitors and other professional connections and therefore it is important that we give a high-quality service with keen attention to detail.

Salary £22,000 - 30,000 dependent upon experience

Benefits 20 days holiday pa plus bank holidays rising to a maximum of 25 days and at Christmas the office traditionally closes without any impact on annual leave
Funded professional qualifications
Pension, DIS, PHI