My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.
My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team.
Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).
Total Hours per week - 37.5 hours
Main Responsibilities
Summary of Role
You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.
Handle day to day post routines including: -
Scanning and filing relevant post
Franking and preparing post out
General Office Duties including: -
Answering calls and taking messages
Dealing with client queries
Updating ‘task’ management system
Updating my clients back-office system
Welcoming visitors, making refreshments
Managing adviser’s appointments
Adviser Support including: -
Requesting and collating plan information
Assisting in client meeting preparation
Preparing client letters and illustrations
Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including: -
Producing and sending portfolio reports to clients
Preparing review documents for adviser
Preparing fund performance information
Trading and New Business Processing including: -
On-line submission of pension and investment applications
Buying and selling trades on Investment Platforms
Submitting client’s income requirements
Fund switch trading on investment platforms
Checking completion of all trades
Medical underwriting applications with clients for life cover
Professional Qualifications:
You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies.
Qualification Requirement
Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
Desirable – A Levels - 2 subjects C or above or equivalent
Minimum Experience
The ideal candidate will need a minimum of 2 years’ experience within a similar role.
Desired skills and personal qualities
Communication skills
Attention to detail
Problem solving skills
Presentation skills
Administrative skills
Analytical skills
Team working
Patience
Professional email/letter writing
Benefits Package:-
A competitive Salary of £25,000 to £35,000 (dependent on experience and qualifications)
Bonus scheme
Death in Service
Pension Contributions
25 days holiday + BH