Financial Services Admin

Bath

Salary up to £32,000

Hybrid working

Ref: 9885

We are working with a growing financial planning business with an office in Bath looking to take on a financial services administrator.

The main focus of this role:

To provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focussed at all times and always ensure empathy with our customer’s needs.

Duties include but are not limited to:

•To have a thorough understanding of the sales process, client file requirements and FCA requirements.

•To deliver what clients perceive to be a personalised and high quality service.

•To familiarise yourself with each clients circumstances, objectives and timescales in order to provide a personalised service.

•Obtain information from providers on clients existing financial arrangements and prepare client valuations.

•Input all client information and history into the back office system.

•Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers.

•To effectively manage and look after an individual ongoing case list to include new business cases and ensure own tasks are completed accurately and efficiently.

•Be a point of contact for client queries.

•Deal with client and provider correspondence.

•Ensure that the client file is compliant.

•Prepare review packs ahead of client meetings.

•To follow Company and FCA procedures at all times.

•Undertake other such administration duties on a day-to-day basis as requested.

The ideal candidate:

• Prior experience as a Financial Support Administrator (1+ years)
• Exceptional organisational skills and able to work well under pressure
• Excellent communication skills, both written and verbally
• A strong work ethic and a flexible attitude
• A high level of accuracy
• Experience working with Microsoft Word, Excel and Outlook
• Knowledge of industry specific software systems

Benefits of working for this firm:

Salary

• Up to £32,000 depending on experience.

Bonus

• Discretionary annual bonus with opportunity to earn up to 5% of basic salary, based on Company performance

Benefits

• Pension: Employer contribution of 5% with salary sacrifice for Employee contributions.
• 25 days annual leave (plus Bank Holidays) with opportunity to buy or sell a further 5 days
• Group Life cover: x4 salary
• Exam support
• Volunteering day off per year
• Social committee with at least 2 employee planned social events a year
• Ability to claim up to £7.50 per day for travel into Bath

Hybrid working

• Opportunity to work from home (after probation pass) and the office

IF this financial services admin role in Bath sounds like something you could be interested in the please click apply and we will be in touch!