Job Description
Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis...
To provide efficient, friendly, and professional administration support to both clients & IFAs.
The Role:
* Dealing with adhoc queries from Advisers/Clients/Providers
* Tasks to be recorded and maintained via back-office systems
* Maintenance of client files
* Postal activity (incoming/outgoing)
* New business processing (Online/Post)
* Loading relevant data on to CRM database
* Processing Letters of Authority
* Valuations
* Liaise with 3rd Party Providers & Paraplanners
* Preparing Client Meeting Packs
* Gather quotes/illustrations / Fact Sheets / Order Projections
* Booking Client Review Appointments & Managing IFA’s diary
* Print & Bind Client Suitability Reports
* Administration of client investment funds, constructing client portfolios
* Update IFA & Client on progress on New Business cases
* Maintenance of all client policy data & associated income expectancies
* Process Client Withdrawals as and when required
Requirements:
Skills
* Good communication skills, both oral and written
* Excellent administrative skills
* Accurate keyboard/data entry skills
* Excellent accuracy skills and attention to detail
* An excellent team player with an adaptable and flexible approach to work
* Ability to build and develop effective working relationships at all levels
* Experience
o Financial services industry/wealth management experience – Essential
o Experience of working within defined service standards, policies and procedures
o Longevity and proven commitment within previous employment – Essential
* Knowledge
o Good knowledge of Microsoft Office
o A proven track record in delivering excellent client satisfaction
o A good knowledge and understanding of a wide range of financial products – Ideal
o Basic knowledge of regulatory requirements – Ideal
Package:
o Salary: Competitive depending on experience
o Benefits: Death in Service Cover (4 x Salary), 6% Employer Contribution to Pension, PHI Long term sickness cover (75% of Salary)
o Holidays: 25 Days + Bank Holidays (Increasing by 1 day per year up to a max of 30 days)
o Study support for industry-related qualifications
o Office-based role (Hale): Working Hours: Mon – Fri 8.30 am – 5 pm (Flexible)