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Job description

Financial Services Administrator

Summary

We are a truly independent Firm providing financial advice to clients on protection, investment, mortgages, retirement, and IHT/estate planning. You will work closely with our Financial Advisers to provide administrative support.

Key Responsibilities

• New Business – Obtain pre-sale documentation and submit new business applications in line with FCA and internal procedures
• Servicing requests - Prepare paperwork required and process letters of authority, fund switches, rebalances and withdrawal requests
• Client Review Packs– Organise review packs, update valuations and any other supporting documentation in readiness for client review meetings
• Greet clients when they attend the office
• Answer telephone calls, sort and distribute inbound correspondence
• Undertake general administrative tasks, ensuring that throughout all stages of the advice and review process, the back-office records and client files are compliant

Requirements and Key Skills

• Genuine desire to produce a high standard of work and provide a quality service to clients
• Excellent communication skills and confident telephone manner
• Ability to work as part of a team
• Excellent accuracy and attention to detail
• Ability to multi-task and prioritise effectively
• Good knowledge of the Office 365 suite
• Experience working with Intelliflo back office desirable

Salary dependent on experience

Job Type: Full-time

Salary: £18,000.00-£25,000.00 per year

Benefits:

• Company pension

Schedule:

• Monday to Friday

Experience:

• Financial services (preferred)

Work Location: In person

Reference ID: SD/001