Job Description
My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.
My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team.
Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).
Total Hours per week -37.5 hours
Main Responsibilities
Summary of Role
You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.
Handle day to day post routines including: -
* Scanning and filing relevant post
* Franking and preparing post out
General Office Duties including: -
* Answering calls and taking messages
* Dealing with client queries
* Updating ‘task’ management system
* Updating my clients back-office system
* Welcoming visitors, making refreshments
* Managing adviser’s appointments
Adviser Support including: -
* Requesting and collating plan information
* Assisting in client meeting preparation
* Preparing client letters and illustrations
* Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including: -
* Producing and sending portfolio reports to clients
* Preparing review documents for adviser
* Preparing fund performance information
Trading and New Business Processing including: -
* On-line submission of pension and investment applications
* Buying and selling trades on Investment Platforms
* Submitting client’s income requirements
* Fund switch trading on investment platforms
* Checking completion of all trades
* Medical underwriting applications with clients for life cover
Professional Qualifications:
You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies.
Qualification Requirement
* Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
* Desirable – A Levels - 2 subjects C or above or equivalent
Minimum Experience
The ideal candidate will need a minimum of 2 years’ experience within a similar role.
Desired skills and personal qualities
* Communication skills
* Attention to detail
* Problem solving skills
* Presentation skills
* Administrative skills
* Analytical skills
* Team working
* Patience
* Professional email/letter writing
Benefits Package:-
* A competitive Salary of £25,000 to £35,000 (dependent on experience and qualifications)
* Bonus scheme
* Death in Service
* Pension Contributions
* 25 days holiday