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Job description

Do you have experience working within financial services, and have previous experience as an administrator? If you are looking to take that step in your career, and to work with a leading UK provider within financial services – we would love to hear from you!

This is a fantastic opportunity for someone with previous experience working within administration, who can deal with clients over the phone/via email, as well as knowledge within financial services. You will gain a great deal of experience in building relationships with senior stakeholders, completing administrative tasks such as preparing papers for meetings and maintaining a high level of organisation at all times.

Business Overview

Our client provides full-service pensions consultancy from actuarial expertise through to investment advice and third-party administration, as well as advising clients on providing the best possible reward and benefits packages for members. Our client is a company who really recognise the hard work that goes on behind the scenes, and work life balance is something that our client really stands by.

Duties & Responsibilities

• Data cleanses corrupt and inaccurate client records on Intelliflo
• Import cleansed client records to Moneyinfo
• Raising fees and invoices for consultants and corporate accounts
• Upload fact find information to the client management system (Intelliflo)
• Obtain policy information and valuations, maintain on Intelliflo
• To process all new business and client correspondence
• Ensure any deadlines given by consultants/providers are met
• Maintain up to date client files
• Assist consultants in pre-meeting preparation and annual reviews
• Comply with the Financial Services and Markets Act 2000, the FSA Statements of Principle & Code of Practice, and the relevant FSA rules at all times.
• Operate within the compliance and corporate standards of the business
• Comply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firm at all times.
• Keep up to date with all relevant product, legislative or technical changes.

Skills Required

• MS office packages – Word, Outlook, Excel.
• At least 1 – 2 years in an administration background
• Minimum of 1 year working within professional/financial services
• High attention to detail at all times
• Strong orgnaisation skills, and able to prioritise work accordingly

If you feel you match the profile, we are on the lookout for, and you are ready to kick start your new career with a leading UK provider firm – please apply today!

Job Types: Part-time, Permanent

Salary: £14,080.00-£16,080.00 per year

Benefits:

• Canteen
• Company events
• Company pension
• Flexitime
• Transport links
• Work from home

Schedule:

• Flexitime
• Monday to Friday
• No weekends

Ability to commute/relocate:

• Croydon, Greater London: reliably commute or plan to relocate before starting work (required)

Experience:

• Financial services: 2 years (required)
• Data entry/Invoicing/Payroll: 2 years (required)
• Intelliflo: 1 year (preferred)

Work Location: In person