Financial Services Administrator
22 days ago
Colchester
We are working on behalf of a leading Independent Financial Advisors are currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients. The successful candidate will be fully responsible for providing efficient, compliant, and comprehensive technical, administrative support to the firm’s Financial Consultants. Key Duties: • Processing premium payments., • Answering the telephone, note and message taking, dealing with enquiries., • Creating new files., • Maintaining accurate client and policy records through client management systems and associated IT solutions., • Liaising with third parties to obtain client valuations., • Preparing illustrations for products, ready for advice team to present at client meetings., • With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer., • Liaising with product providers and head office to maintain up to date product knowledge., • Ensuring that all compliance procedures are adhered to. Skills & Experience Required: • Must have experience working in an IFA firm or Wealth Management experience., • Driven, with a ‘can-do’ attitude., • A high degree of accuracy and attention to deal., • Excellent organisational and planning skills with the ability to prioritise workloads., • Strong IT skills, including the use of MS Word, Excel & Outlook., • GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent). Benefits Include (subject to eligibility): • Health & wellbeing programme, • Company events, • Additional leave, • Company pension, • Enhanced maternity and paternity leave, • Cycle to work scheme, • Life insurance, • Paid volunteer time, • Referral programme, • Hybrid working upon successful completion of a probationary period