Financial Services Administrator - Canterbury, United Kingdom - Craven Street Wealth

Craven Street Wealth

Verified Company

Canterbury, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Purpose of Job:

To promote the company's services in a professional and FCA compliant manner by working in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with the internal policies and procedures.

Key Accountabilities
To support the advisers and promote a good relationship between the adviser and their clients.

Deal effectively with queries from clients and other parties through effective communication
Maintain accurate client records, to include and not limited to, antimoney laundering documentation, all types of communication with clients, internal communications and any documentation received by any method
Accurately produce client report packs in a timely manner prior to client meetings and present to the adviser in a clear and concise manner as per the firms' policies
Manage your own work affectively and efficiently, prioritising as required using the inhouse database
To share responsibility to answer all incoming calls as part of a hunt group and convey messages across the firm as necessary.
Regularly liaise with product providers and other third parties

To support the business in ensuring business continuity in role.

Train colleagues and share knowledge.
Create procedural documents for the tasks undertaken in the role.
Cover for absent colleagues
Carry out reasonable request of tasks required by the Management Team in an efficient and courteous manner

To engage in positive attitude that promotes a robust risk management approach.

Report any breaches to the data manager
Report any complaints to the Compliance Manager
Comply with the principles of Treating Customers Fairly
Maintain up to date knowledge of antimoney laundering and compliance procedures

Skills and Experience:

Qualifications:

Experience/Knowledge:

At least 1 year relevant professional experience in a financial institution, preferred but not essential
Previous experience in a related role using IO will be advantageous
Excellent IT skills including Microsoft Office

Skills:

Understanding of the Financial Planning process and products
Able to work within defined business processes
Ability to achieve agreed outcomes without supervision
Prioritise and plan own workload
Detailed and accurate
Articulate
Excellent interpersonal skills, both written and verbal
Ability to multitask and prioritise effectively
Ability to work independently and in a team

Personal Skills

Communication: Ability to communicate effectively both verbally and in writing.
Team working: Ability to contribute as part of a team.
Professional integrity: The strength of character to explain a professional point while having empathy with a customer.
Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers.
Flexibility: The flexibility for and commitment to continual service development and improvement.

Job Types:
Full-time, Graduate

Pay:
From £22,000.00 per year

Benefits: