Financial Services Administrator - Oldham, United Kingdom - Radiant Financial
2 weeks ago
Description
We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our team.This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.
Key Accountabilities Include
Client Servicing:
including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
Compliance:
performing relevant anti money laundering checks, and checking compliance documentation is completed.
New Business Submission:
use client database to track new business and current position, updating planner accordingly.
Person Specification
Knowledge
Must have excellent understanding of the financial planning process.
Must have excellent communication skills and telephone manner
Experience
Minimum of one year in a Financial Services Administration Role
Skills / Personal Attributes
Proficient IT skills, basic spread sheet and database knowledge
Good planning and effective organisational skills
Honesty and integrity
Methodological approach to work
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