Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis...
To provide efficient, friendly, and professional administration support to both clients & IFAs.
The Role:
* Dealing with adhoc queries from Advisers/Clients/Providers
* Tasks to be recorded and maintained via back-office systems
* Maintenance of client files
* Postal activity (incoming/outgoing)
* New business processing (Online/Post)
* Loading relevant data on to CRM database
* Processing Letters of Authority
* Valuations
* Liaise with 3 rd Party Providers & Paraplanners
* Preparing Client Meeting Packs
* Gather quotes/illustrations / Fact Sheets / Order Projections
* Booking Client Review Appointments & Managing IFA’s diary
* Print & Bind Client Suitability Reports
* Administration of client investment funds, constructing client portfolios
* Update IFA & Client on progress on New Business cases
* Maintenance of all client policy data & associated income expectancies
* Process Client Withdrawals as and when required
Requirements:
Skills
1. Good communication skills, both oral and written
2. Excellent administrative skills
3. Accurate keyboard/data entry skills
4. Excellent accuracy ski...