Financial Services Administrator - Wellington, United Kingdom - Alexander Mae

Alexander Mae

Verified Company

Wellington, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Company
Our client provides whole of market Independent Financial Advice and they specialise in wealth management. Not being tied to particular providers of products.

They have over 25 year experience and have a team of highly experienced individuals who provide successful investment experience to their clients.

The Role:

Due to their success and growth, we are delighted to be assisting them with their requirement for a Financial Services Administrator to their Chairman.

In this role you will be responsible for providing administrative support for their Chairman and
financial services experience is essential.

Responsibilities within this role will include:
Organise existing and prospective client meetings and actively manage the Chairman's diary and workload

Manage client service needs and client expectations to ensure client satisfaction.

Preparation of meeting packs, to include new business for signing up

Check accuracy and completeness of all documentation

Ordering quotes and requesting policy details for consultants

Ensure fund switches / rebalances and other trades are carried out accurately and within company timescales.

Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements

General administrative support including scanning, photocopying, faxing, letter writing and other applicable duties

Maintenance of client records on the back office system (currently Intelligent Office)

Uploading file notes to the back office system, following client or company contact

Submitting and processing surrender requests, death claims etc

Proactively enhance industry knowledge, through external and internal sources

The Person:

For this role our client is seeking the following skills and experience.

Demonstrate
practical awareness and basic knowledge of retail financial products and current regulatory expectations:
Excellent administration and co-ordination experience
Analytical in solving tasks with a keen attention for detail
Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
Deliver effective and positive communication, and demonstrate competent use of IT
Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
A positive and proactive approach to work and a desire to help and support the wider team
Calm and considered outlook in approach to problem solving

The Salary:

£28, ,000

The Location:

Wellington, Somerset (100% office based)

The Hours:

Monday - Friday 8.45am - 5.15pm

The Benefits:

Pension, death in service, 25 days holiday, opportunities for further studies, summer and Christmas events

Job Types:
Full-time, Permanent

Salary:
£28,500.00-£35,000.00 per year

Benefits: