Financial Services Administrator - Cardiff, United Kingdom - NTM Financial Services Ltd

NTM Financial Services Ltd

Verified Company

Cardiff, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you a Financial Services Administration Professional?

Due to continued success in providing advice to both Private and Corporate clients, this successful IFA practice now needs a professional, organised and disciplined Financial Services Administrator.

You will need to deliver excellent customer service to a wide range of customers.

Key Responsibilities

Administer the firms online filing and client management system
Support the firm's management and compliance team
Provide administration for the financial planning team

Client administration:

Check accuracy and completeness of new business and review documentation
Ensure all supporting documentation is maintained as per company procedures
Liaise with product providers to ensure timely and accurate responses to clients
Send Letters of Authority and gather accurate information as per business process
Ensure that all documentation is appropriately filed
Help the Financial planning team administer their work
Support the compliance manager administer the firms T&C and processes and procedures

General administration:

Ensure backoffice systems are kept up to date to include adding and removing of policies and remuneration
Open, scan, log and allocate incoming post when needed
Answering office phones and filtering of incoming calls
Meet and greet of clients attending the office

Benefits:

23 days holiday (plus bank holidays)
Up to 5% employer pension contribution
Training allowance / support towards qualifications
Inclusion in Firms Annual Bonus scheme

Death in service scheme

The role is full time 35 hours per week

Monday to Thursday 9-5

Friday 8-4

Job Types:
Full-time, Permanent

Pay:
£22,000.00-£28,000.00 per year

Benefits: