Financial Services Administrator - Prestwich, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Prestwich, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Administrator to perform the following tasks:

Prepare appropriate client meeting packs
(introductory, factfind, review and presentation meetings).
Create new client records within Salesforce and SharePoint for new business and prospects.
Responsible for maintaining fully compliant records; update Salesforce once IAF has been paid.
Update CFR after every client meeting (including notes taken).
Update business cases on relevant tracking and processing spreadsheets.
Responsibility for the endtoend processing of all business in a timely manner.
Responsibility for processing withdrawals, contributions, fund switches and client requests such as name change using their systems.
Effectively track LoA's and check plan information; updating systems.
Proof read suitability letters.
Administer client complaints (to be overseen by a paraplanner).
Check Policy Services mail on a weekly basis (send letters where necessary).
Take responsibility for own professional development.
Assist clients with completion of medical questionnaires.
Provide clients with a timely update as to progress of business.
Ensure that the company is registered with new external providers.
Answer the telephone within the agreed service level.
Meet and greet clients in the absence of the PA.
Adhere to rota for general office duties
This list is not exhaustive and adhoc tasks may be required.

Personal Profile:

Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with queries.
Able to multitask and work to deadlines, ensuring quality is never compromised.
Deliver a firstclass service in accordance with practice standards.
Demonstrate excellent verbal and written communication skills, internally and externally.
Ensure that your actions are consistent with the culture.
Consistently strive to be the best you can be.
Approach work positively with a cando attitude and take responsibility for your tasks.
A flexible approach is required.
Ensure confidentiality is maintained at all times.
Display professional appearance to maintain company brand.

The role offers very flexible working hours between 7.30 and 7.30pm to suit

Job Types:
Full-time, Permanent

Salary:
Up to £30,000.00 per year

Benefits: