Financial Services Administrator - Grimsby, United Kingdom - Appoint Consulting Ltd

Appoint Consulting Ltd

Verified Company

Grimsby, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Services Administrator
Our client is a well-established, forward-thinking Financial Management company based Grimsby. Due to growth, they have a vacancy for an experienced Financial Services Administrator. This is a part time position for 3 or 4 days a week but would consider full time.

Purpose of the Financial Services Administrator:

To offer the most efficient, professional, and effective client financial service possible with a high focus on quality and accuracy.

Financial Services Administrator Responsibilities:

Analysing client's circumstances, portfolios, and objectives and preparing appropriate recommendation reports for the Adviser
Providing high quality technical, administrative and research support to the Adviser
Undertaking wholeofmarket research as required, including investments, pensions and protection plans
Undertaking research for asset allocation on clients' existing portfolios, quantifying and analysing those clients' existing investments
Ensuring that our internal systems and controls are compliant
Building strong and effective working relationships with other teams in the firm and thirdparty product providers
Attending seminars, internal meetings and training courses to ensure harmonious relations and CPD
Ensuring that all client records and data are maintained accurately and efficiently
Reconciling monthly income and completing FCA RMAR reports by due dates

The Perfect Financial Services Administrator will be:

Ambitious and goal orientated
Have an adaptable and flexible approach to work within a changing environment
Experienced in using Adviser Office, Intelligent Office, Defacto, O&M or IRESS software
Have previous experience dealing with the administration of Group Life and Pension Schemes
Experienced within Private Wealth Management
Have the ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text
Experienced in analysing clients' circumstances and objectives in order to provide suitable holistic financial advice
Proficient in complex report writing

Package and Benefits:

Competitive pension options with matched contributions of up to 5%
Healthcare cash plan for you and dependents with the option to purchase cover for an additional adult
Life Assurance
Concessionary legal fees on a range of legal services
25 days holiday (inclusive of Christmas closure) and 1 discretionary day to ensure you get a true break over the festive period
Extensive wellbeing programme
Subsidised car parking
Flexible working
EOT bonus,
Progression support

If this role is not suitable for you, we would be happy to have an informal discussion regarding any future opportunities.

While we will endeavour to respond to every applicant personally, on occasion this is not always possible, therefore, if you have not heard back from us within 14 days of applying, you have been unsuccessful.

Job Types:
Full-time, Part-time

Schedule: