Job Description
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Services Administrator in Exeter to join a Chartered practice.
The purpose of the position is to support the Financial Planners both in terms of new business and offering a high level of ongoing service.
Main Duties
* Support financial planners to meet business targets
* Act as day-to-day point of contact for client service to resolve administrative issues
* Manage financial planners' diaries by booking meetings
* Help financial planners prepare for meetings
* Assist Paraplanners to conduct product and investment research
* Assist Paraplanners to write suitability letters to confirm advice
* Help ensure files are compliant and complete
* Process new business and track to completion
* Write letters to clients and providers as appropriate
* Provide a high level of service to clients, including regular valuations
* Perform general office administration tasks, such as handling post, emails
* Maintain and update back office systems, including Wrap platforms
* Help organise events and seminars
* Perform other ad-hoc tasks in the office as required
What's in it for you:
* 25 days annual leave plus 8 days bank holiday leave, increasing with length of service
* Competitive salary to be discussed on application
* Contributory Company Pension Scheme
* 8.45am - 5pm Monday to Friday, with one-hour lunch
Skills and experience required:
* GCSE passes grade C or above in English Language and Mathematics (or equivalent)
* CII Award in Financial Administration (or equivalent)
* Financial Services Administration experience
* Excellent telephone manner and confident in dealing with clients / third parties
* Knowledge of MS Office, FSA Compliance procedures
* Understanding of the Financial Advice process
* Compilation of suitability letters with other client / product provider correspondence
* You must be able to priorities and manage your own workload
* Have excellent team working skills
* Able to communicate efficiently with all individuals including the Financial Planners
* High level of organisational skills with a keen eye for detail
* CII Certificate in Regulated Financial Service (or equivalent) is desirable
* Previous experience within an IFA is desirable
* Knowledge of pensions/pensions administration is desirable
* Research and analysis skills re: financial advice is desirable
* Familiar with Intelligent Office is desirable
* Project management and Investment research knowledge is desirable
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a Chartered practice based in Exeter on a Financial Services Administrator role.
Our commitment to you
* Start every journey with a conversation to find out about you in depth.
* Provide honest feedback on where you fit in the jobs market.
* Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
* Take a holistic mindfulness approach - career happiness is rarely just about the money.
* Cover the whole of the UK with a local touch through our regional teams.
* Never pester you.