Financial Services Administrator, Harrogate, £28-£30,000
A financial services business in Harrogate due to growth is recruiting for an administrator to join their on-boarding team. You will be responsible for the on-boarding of their new clients. Once you are up and running with the processes, you will be allocated your own new advisers so you would be the main contact for their on-boarding and for you to be able to see each project through from start to finish.
Duties
1. Processing the new client’s packs, which include signed client agreements, fact finds and Letters of Authority.
2. Creating the new client profiles on the back-office system, including the polices.
3. Sending off the letters of authority to the platforms/providers and chasing these to ensure the plans are transferred to the new agency
4. Updating the back-office system with the plan information
5. Ensuring all agreed on-going fees are set up and paid
6. Setting up the platform/provider agencies for the new adviser
Requirements
· You must have experience of working in financial services
· IT literate
· Excellent communication skills
· Attention to detail
Benefits
· Hybrid working after probationary period of 2 days WFH
· 25 days holiday plus bank holiday and the Christmas period off
· Walking distance to the town centre, bus/train station
· All day free street parking close by
· Modern offices with a communal kitchen, bike storage and shower facilities
9-5pm Monday to Friday