Our client is looking for a highly experienced and motivated Administrator to join their growing team in the financial services sector. The ideal candidate will have experience in the financial services industry, with a strong background in administering various financial products.
Company Benefits:
* Company pension scheme.
* Private Medical Insurance (PMI) and other health-related benefits.
* Income Protection (IP) and Death in Service (DIS) coverage.
* Discretionary and performance-related annual bonuses.
* 22 days annual leave, plus one additional day for each year of service, up to a maximum of 25 days.
Key Responsibilities:
* Manage the processing of new business for both individual and corporate clients, ensuring all documentation and regulatory requirements are met in a timely manner.
* Possess extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts (VCTs), pensions (individual and group), Private Medical Insurance (PMI), and Life Insurance-related business.
* Confidently liaise with clients and internal teams over the phone, delivering excellent service while maintaining a professional and approachable manner.
* Be highly skilled in using XPlan software, with a focus on fee reconciliation and other related functionalities. This will be a critical part of your daily tasks.
* Provide comprehensive administrative support to financial advisors and advisory support teams, ensuring smooth operations and compliance with company procedures.
* Demonstrate excellent numeracy skills and proficiency in using Excel for data analysis, reporting, and other administrative tasks.
Experience and Skills Requirements:
* Experience in financial services, with a solid understanding of financial products and services.
* Diploma-level qualification in Financial Services (or working towards) is essential.
* Proficient in using XPlan software, with a particular focus on fee reconciliation features.
* Strong skills in Microsoft Excel, with the ability to analyse data and generate reports.
* Confident and articulate when speaking on the phone with clients and team members.
* A team player who is able to collaborate effectively with advisory and admin teams.
* Excellent numerical ability with an attention to detail and accuracy.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Would you like to discuss this job further?
Speak to our recruitment advisors: 01483 414719
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