About the role
Great Financial Services Administrator role in linked to skills in AGREAT COMPANY OFFICE BASED AS OUTLINED :)
Qualifications
Experience & Qualifications YOU MUST BE A SKILLED FINANCIAL SERVICES ADMINISTRATOR, LINKED TOPENSIONS AND INVESTMENTS FINANCIAL ADMINISTRATORSKILLS.A minimum of 1 years’ experience within the financial services industry. Experience using IO is desired, but not essential. Strong technical knowledge of investments, pensions, and family wealth planning. Excellent written and verbal communication skills are essential. A very high attention to detail and accuracy is also essential. Demonstratable experience delivering the highest level of service to clients.
Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel. Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements. Industry qualifications are desired, but not essential.
Responsibilities
THE LINK TO THE ROLE AND ITS SUIMMARY. Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (IO). Collect, collate, and record client policy information and critical data in accordance with the principles of KYC. Obtain policy information, quotes, illustrations, and product details. New client on-boarding from initial contact until funds are invested. Process and submit new business to providers and ensure applications are completed efficiently. Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues. Organising financial planning annual reviews with clients on behalf of the Financial Adviser.
Location
Location: Winners, Triangle, Reading. The role is currently 100% office based.
Apply Now
If you have the skills OF A FINANCIAL SERVICES ADMINISTRATOR LINKED TO PENSIONS AND INVESTMENTSand are HAPPY WITH FULL OFFICE BASED IN THIS GREAT COMPANY APPLY BLESS YOU :)
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