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Date Added: Sat 18/11/2023

Financial Services Administrator - 3 Days Office, 2 Days Homeworking

Exeter, UK
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Company: REED

Job Type: Permanent, FullTime

Salary: £23,000 - £30,000 per annum, Inc benefits

Reed Financial Services are working with a well-established IFA business who seek a Financial Service Administrator for their Bath office.

You would join a team of 7 administrators so a wealth of knowledge in the team and a friendly working environment, my client can consider Part Time 4 days a week or Full time and the role offers hybrid working up to 2 days at home.

Summary - To provide administration support to the Adviser team and para-planners. Become an expert in their field, offering our clients the very best service as well as exemplary customer service.

Main responsibilities:To have a thorough understanding of the sales process, client file requirements and FCA requirements.To deliver a personalised and high quality service.To familiarise yourself with each clients circumstances, objectives and timescales in order to provide a personalised service.To oversee and manage workflow between the adviser, para-planner and client.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.Assist the Advisers with all aspects of a good customer experience and identify any improvements that can be made.Prepare review packs ahead of client meetings.Scan all client documentation and file in line with company procedure.To follow Company and FCA procedures at all times.Attend training and to develop relevant knowledge, techniques and skills. Aware of and complying with the rules of the FCA and set procedures of the business to achieve compliance.Undertake other such administration duties on a day-to-day basis as requested.

Experience/skills required. 

If you have administration skills within an IFA/Wealth management/financial services

Person Specification:Excellent written and oral communication skillsExcellent organisational, time management skillsMeticulous attention to detail

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