Financial Services Administrator

Financial Services Administrator Kingston upon Hull, England

Next Chapter Financial Planning Limited
Full Time Kingston upon Hull, England 18000 - 25000 GBP ANNUAL Today
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

Financial Services Administrator
Next Chapter Financial Planning Limited

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