Financial Services Administrator

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

Financial services industry/wealth management experience – Essential
Experience of working within defined service standards, policies and procedures
Longevity and proven commitment within previous employment – Essential

Knowledge

Good knowledge of Microsoft Office
A proven track record in delivering excellent client satisfaction
A good knowledge and understanding of a wide range of financial products – Ideal
Basic knowledge of regulatory requirements – Ideal

Package:

Salary: Competitive depending on experience
Benefits: Death in Service Cover (4 x Salary), 6% Employer Contribution to Pension, PHI Long term sickness cover (75% of Salary)
Holidays: 25 Days + Bank Holidays (Increasing by 1 day per year up to a max of 30 days)
Study support for industry-related qualifications
Office-based role (Hale): Working Hours: Mon – Fri 8.30 am – 5 pm (Flexible)