Financial Services Administrator - Perth, United Kingdom - Radiant Financial
4 days 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 IFA 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
What's in it for you?
- 28 days holiday, plus bank holidays
- Flexible hybrid working
- Birthday day off
- Income protection for up to 5 years
- Pirkx online discounts and cashback plus 24hour access to a GP
- 4x salary death in service
- 5% matched pension contributions
- Access to the Radiant Academy (to support future career aspirations).
- Competitive bonus scheme
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