Financial Services Administrator

New Yesterday

We are working on behalf of a leading Independent Financial Advisors are currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.

The successful candidate will be fully responsible for providing efficient, compliant, and comprehensive technical, administrative support to the firm’s Financial Consultants.

Key Duties:

* Processing premium payments.

* Answering the telephone, note and message taking, dealing with enquiries.

* Creating new files.

* Maintaining accurate client and policy records through client management systems and associated IT solutions.

* Liaising with third parties to obtain client valuations.

* Preparing illustrations for products, ready for advice team to present at client meetings.

* With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer.

* Liaising with product providers and head office to maintain up to date product knowledge.

* Ensuring that all compliance procedures are adhered to.

Skills & Experience Required:

* Must have experience working in an IFA firm or Wealth Management experience.

* Driven, with a ‘can-do’ attitude.

* A high degree of accuracy and attention to deal.

* Excellent organisational and planning skills with the ability to prioritise workloads.

* Strong IT skills, including the use of MS Word, Excel & Outlook.

* GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent).

Benefits Include (subject to eligibility):

* Health & wellbeing programme

* Company events

* Additional leave

* Company pension

* Enhanced maternity and paternity leave

* Cycle to work scheme

* Life insurance

* Paid volunteer time

* Referral programme

* Hybrid working upon successful completion of a probationary period
Apply
Location:
Colchester
Salary:
£28,000 - £33,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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