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    Financial Services Administrator - Altrincham, United Kingdom - Halecroft Recruitment - 0161 905 0526

    Halecroft Recruitment - 0161 905 0526
    Halecroft Recruitment - 0161 905 0526 Altrincham, United Kingdom

    1 week ago

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    Description

    Job Description

    Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis...

    To provide efficient, friendly, and professional administration support to both clients & IFAs.

    The Role:

    • Dealing with adhoc queries from Advisers/Clients/Providers
    • Tasks to be recorded and maintained via back-office systems
    • Maintenance of client files
    • Postal activity (incoming/outgoing)
    • New business processing (Online/Post)
    • Loading relevant data on to CRM database
    • Processing Letters of Authority
    • Valuations
    • Liaise with 3rd Party Providers & Paraplanners
    • Preparing Client Meeting Packs
    • Gather quotes/illustrations / Fact Sheets / Order Projections
    • Booking Client Review Appointments & Managing IFA's diary
    • Print & Bind Client Suitability Reports
    • Administration of client investment funds, constructing client portfolios
    • Update IFA & Client on progress on New Business cases
    • Maintenance of all client policy data & associated income expectancies
    • Process Client Withdrawals as and when required

    Requirements:

    Skills

    • Good communication skills, both oral and written
    • Excellent administrative skills
    • Accurate keyboard/data entry skills
    • Excellent accuracy skills and attention to detail
    • An excellent team player with an adaptable and flexible approach to work
    • Ability to build and develop effective working relationships at all levels
    • Experience
      • Financial services industry/wealth management experience – Essential
      • Experience of working within defined service standards, policies and procedures
      • Longevity and proven commitment within previous employment – Essential
    • Knowledge
      • Good knowledge of Microsoft Office
      • A proven track record in delivering excellent client satisfaction
      • A good knowledge and understanding of a wide range of financial products – Ideal
      • Basic knowledge of regulatory requirements – Ideal

      Package:
      • Salary: Competitive depending on experience
      • Benefits: Death in Service Cover (4 x Salary), 6% Employer Contribution to Pension, PHI Long term sickness cover (75% of Salary)
      • Holidays: 25 Days + Bank Holidays (Increasing by 1 day per year up to a max of 30 days)
      • Study support for industry-related qualifications
      • Office-based role (Hale): Working Hours: Mon – Fri 8.30 am – 5 pm (Flexible)
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