Financial Services Administrator

My client is a well-established Financial Planning Practice with offices in an attractive rural location, just north of the city of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.

My client is looking for an experienced Financial Services Administrator to join our established Client Services Team.

Salary - £24,000 to £30,000 depending on experience and qualifications

Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed.

Total Hours per week - 37.5 hours

Main Responsibilities

Summary of Role

To deal with day-to-day administration requirements of the business to deliver my clients Service Level Agreements and achieve great Key Performance Indicators.

Handle day to day post routines including: -

• Scanning and filing relevant post
• Franking and preparing post out

General Office Duties including: -

• Answering calls and taking messages
• Dealing with client queries
• Updating ‘task’ management system
• Updating our back-office system
• Welcoming visitors, making refreshments
• Managing adviser’s appointments

Adviser Support including: -

• Requesting and collating plan information
• Assisting in client meeting preparation
• Preparing client letters and illustrations
• Liaising with clients and providers

Ongoing Client Reporting and Review Documentation including: -

• Producing and sending portfolio reports to clients
• Preparing review documents for adviser
• Preparing fund performance information

Trading and New Business Processing including: -

• On-line submission of pension and investment applications
• Buying and selling trades on Investment Platforms
• Submitting client’s income requirements
• Fund switch trading on investment platforms
• Checking completion of all trades
• Medical underwriting applications with clients for life cover

Professional Qualifications:

To be working towards the Diploma or willing to start the exams.

Qualification Requirement

• Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
• Desirable – A Levels - 2 subjects C or above or equivalent

Minimum Experience

Candidate will need a minimum of 2 years’ experience within a similar role.

Desired skills and personal qualities

• Communication skills
• Attention to detail
• Problem solving skills
• Presentation skills
• Administrative skills
• Analytical skills
• Team working
• Patience
• Professional email/letter writing

Benefits Package:-

• Competitive Salary
• Bonus scheme
• Death in Service
• Pension Contributions
• 25 days holiday