Administrator - Brighton, United Kingdom - Clearline Recruitment

Clearline Recruitment

Verified Company

Brighton, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

As an administrator, your duties will vary.

You may be scanning documents, putting financial information together in spreadsheets for colleagues, sending the daily post, or faxing and photocopying confidential documents.

You will also learn about the financial planning cycle and the specific job roles of people within the business and be encouraged to take professional examinations to help develop your understanding and aid your development.

Responsibilities

Provide administrative support to all advisers and Paraplanners.
Input and maintain data on the Company's backoffice system.
Update and manage a diary system, taking action when required.
Format and prepare letters and documents.
Support Advisors in managing their pipeline and portfolio of existing business.
Communicate with Life Offices and Investment Houses when requesting information.
Prepare files for compliance checking.
Undertake filing, photocopying, and scanning duties when required.
Maintain client records using the Intelligent Office system.
Keep up to date with all relevant product, legislative and technical changes.
Submit new business.
Manage client reviews, including preparing client valuations.
Prepare client reports these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements.
Review products available to meet client needs and make appropriate recommendations.
Develop productive working relationships with colleagues and clients throughout the financial services environment.
Act ethically, impartially, and always in the best interests of clients.
Ensure compliance adherence with FCA regulatory and legislative requirements.
Ensure the company meet the expectations of the FCA with regards to treating customers fairly.
Act in accordance with the terms and conditions of your employment contract.

Qualifications & Experience

Strong administrative experience
Excellent telephone manner
Highly organised
Attention to detail
Financial Services Industry experience would be an advantage

Benefits

25 days per annum holiday (plus bank holidays)
Flexible working
Free eye tests and flu jabs
Discretionary bonus
Staff socials

Job Title:
Senior Administrator

Location:
Central Brighton

Salary:
£25,000-£30,000 per annum, depending upon experience

Full Time:
Hybrid, 2x days/week in-office

For more information, please contact Jamie Watson at Clearline Recruitment.

Salary:
£25,000.00-£30,000.00 per year

Benefits: