Due to continued success in providing advice to HNW clients and corporate clients, we are seeking a professional and proactive Financial Services Administrator to provide holistic support to our Financial Advisers.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Duties for this role will include:
- Client Servicing: including collating plan information, requesting quotes, processing authority letters, assisting advisors with general queries and ensuring relevant documents are uploaded.
- New Business Submission: including submitting business online and via post, adding plans to our database, chasing providers once business is submitted and checking plan documentation.
- Compliance: performing relevant anti-money laundering checks and checking compliance documentation is completed
- Data Entry: Adding client information to our database and ensuring documents are uploaded correctly
The candidate
- An excellent understanding of the financial planning process
- Good knowledge of financial services software systems, Excel and Word
- Excellent communication skills and telephone manner
- Good IT skills, good spreadsheet and database knowledge
- Effective organisational skills
Training
We will provide on the job training and any other training we identify you may require. We will discuss this with you when you join us and review your training needs regularly through our appraisal system.
Disabled Persons
If you become disabled the company will endeavour to allow you to continue in post within the physical constraints that may present themselves. If you are disabled on commencement of this post the company will have necessary support for you in place.
Discrimination
It is unlawful to discriminate against anyone under various acts of parliament. You will be expected to comply with these requirements.
If you are a motivated individual with a passion for finance and administration, we invite you to apply for the Financial Administrator position.
Join our team and contribute to our success through your expertise in financial management and administrative support. Just email your CV to [email protected]