Overview
We are currently recruiting for a Technical Administrator on a full time and permanent basis for our client based in Leicester.
Salary: £28,000 per annum
Working: Monday to Friday
25 days annual leave plus statutory bank holidays
Free on site parking
About the role:
The Technical Administration will provide support for one of the Independent Financial Advisers. Being involved in all aspects of Financial Services Administration liaising with Advisers at every stage of the process.
Responsibilities
* LOA administration and processes.
* Book and making appointment packs and general administrative duties where required.
* Valuations.
* Telephoning providers.
* Letter writing/Photocopying
* Prepare cash flow modelling (information gathering and understanding)
* Prepare portfolio comparison analytics
* Action fund switches
* Carry out attitude to risk questionnaires
* Regular engagement with clients and providers via telephone, email and letter
* Maintain clear and compliant records
* Process new business applications.
* Liaising with providers to ensure new business is completed in a timely manner
* Identifying/resolving any issues/queries and updating client/adviser accordingly.
* Informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner.
* Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
* Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company.
* Keep up to date with all relevant product, legislative and technical changes, as required.
About you
* Experience working in an Administration role for a minimum of 5 years, with 2 of those years being within the Financial Services sector.
* Thrives in a fast paced and accurate data input environment.
* Understanding of regulations/compliance (advantageous).
* A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Xplan/Curo).
* Excellent customer facing interactions, good administration skills/phone manner and IT skills
* Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.
If you are experienced in Financial Services, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues then please apply! For more information, please call Rebecca on (phone number removed).
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About Us
We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.
We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies
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