Job Description
Location: Coltishall, Norfolk
Salary: up to £30,000 (depending on experience & qualifications)
Hours: Monday to Friday, 9:00am – 5:00pm (37.5 hours per week)
Flexible working available after completion of initial training
The Opportunity
This is a fantastic opportunity for an experienced Financial Services Administrator to join a well-established and growing financial planning firm. Due to continued success, the business is expanding its Client Services Team and is looking for someone with strong administrative experience within financial services to play a key support role.
The Role
You will be responsible for the day-to-day administration of the business, supporting advisers and ensuring service level agreements and key performance indicators are consistently met.
Salary & Benefits:
* Basic Salary - £25,000 - £30,000 (Depending on Experience)
* Bonus scheme
* Study support and funded exams
* Great progression opportunities
* Pension contributions
* Death in Service cover
* 25 days holiday plus bank holidays
Key Responsibilities:
General Administration & Office Support
* Managing daily post, including scanning, filing, franking and preparing outgoing mail
* Answering incoming calls and handling client queries
* Updating task management and back-office systems
* Managing advisers’ appointments
* Welcoming visitors and providing refreshments
Adviser Support
* Requesting and collating plan and policy information
* Assisting with client meeting preparation
* Preparing client letters and illustrations
* Liaising with clients and product providers
Client Reporting & Reviews
* Producing and issuing portfolio reports
* Preparing review documentation for advisers
* Compiling fund performance information
New Business Processing
* Online submission of pension and investment applications
* Buying and selling investments on platforms
* Processing client income requirements
* Completing fund switches
* Checking completion and accuracy of all trades
* Assisting with medical underwriting applications for life cover
Skills & Experience Required:
Experience
* Minimum of 2 years’ experience in a similar financial services administration role
Qualifications
* Essential: GCSEs (or equivalent) – 5 subjects including Maths and English at Level 4 or above
* Desirable: A Levels – minimum of 2 subjects at Grade C or above (or equivalent)
* Working towards the Level 4 Diploma in Financial Planning or willing to start exams
Key Skills & Attributes:
* Excellent communication skills
* Strong attention to detail
* Professional email and letter writing skills
* Good organisational and administrative skills
* Analytical and problem-solving ability
* Team player with a patient and professional approach
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