Financial Services Administrator

You will be supporting Advisers and Paraplanners by being the first point of contact for client visits and telephone calls. You'll manage your own bank of clients and will liaise with providers to ensure a smooth flow of advice from first client contact through to completion.

Key duties

• Answering incoming calls and directing calls appropriately


• Ensuring that the post is received, scanned and allocated


• Processing applications, letters of authority and requests for information


• Managing the processing of all new business allocated to you, and assisting others as necessary.


• Database completion of all new business and maintenance for the accuracy of the information on the system.


• Processing client withdrawals


• Production of portfolio reports and other client information as requested


• Building and maintaining relationships with our clients


• Managing our mailbox on a rata basis


• Dealing with client queries in an efficient and timely manner


These duties will be supplemented by other responsibilities as your knowledge of financial services develops and your ability to take on more work grows. There is opportunity for formal development and internal progression within the company.

With previous experience of working in financial planning, you will be joining this well-established, friendly and busy firm at an exciting time due to expansion. If you're interested in progressing your career in financial services this varied role could be for you.,
• Experience of admin support in a Financial Services company is essential


• Good understanding of ISA's GIA's and Pensions (both DB and DC)


• Self-starter who used to working under their own initiative


• Methodical and works with attention to detail


• Strong communicator in verbal and written form


• Flexible and keen to assist others in the team


• Excellent organisational skills


• Experience of using Intelligent Office and Excel, Word, Outlook
  
  Job Types: Full-time, Permanent


Pay: £21,000.00-£26,000.00 per year

Benefits:

• Company pension


• Discounted or free food


• Free parking


• Life insurance


• On-site parking


• Private medical insurance


Schedule:

• Monday to Friday


Supplemental pay types:

• Bonus scheme