Financial Services Administrator - Mansfield, United Kingdom - Cowens Financial Planning

Description

Company description
Cowens Financial Planning & Employee Benefits are a friendly and close-knit team based in Mansfield, North Nottinghamshire.

We have been looking after families and businesses for over 35 years and we pride ourselves on always putting the clients at the heart of everything we do.

We are proud and commitment to being a modern and caring employer, as well as ensuring our service and delivery is of the highest quality.

Job description

Due to continued growth and increased business Cowens are looking for a permanent, full time Financial Services Administrator to join our incredible and close-knit team.

You will undertake full administration duties and will be a first point of contact for clients.

Experience in Financial Services is preferred but a willingness to learn and understand the profession is more important.

Full training will be provided, as well as support and a clear strategy to work towards attaining professional qualifications, as well as the opportunity to progress within the business if the desire and ability is there.

The role will consist of:

• Preparing and processing new and ongoing business
• Administrative functions carried out using various 'wrap' investment platforms
• Liaising with clients to arrange meetings
• Obtaining valuations and preparation of data for client meetings
• Obtaining policy information as part of our client onboarding process
• Handling incoming calls and keeping clients informed
• Administration of Group Life, Group Income Protection and Group Personal Pension schemes
• Dealing with all aspects of running schemes, including liaising with employers, member communications, dealing with providers and underwriting departments, processing renewal data and establishing new schemes
• Supporting our project management and advisory team in delivering excellent levels of service and standards to our clients
• Business income reconciliation and accounts recording and management

Skills required:

• Experience within a Financial Services background is preferred but not essential as we will provide full training and support to develop within the role
• We are looking for a positive individual who is driven, ambitious and able to work in a trusted environment, so good task/diary management is a must
• A good attention to detail is required to ensure accuracy
• Good levels of both written and verbal communication
• A minimum of 5 GCSE grades of A-C (or equivalent), including Maths and English
• Membership to the company pension scheme, with 4% employer contributions rising to 10% after 1 years employment
• Company provided life cover and income protection
• Bonus structure based on exams/qualifications attained
• Financial support towards exams and materials
• Progression opportunities
• After probation/induction period ceases, the flexibility to work from home for a portion of your working week

Job Types:
Full-time, Permanent, Graduate


Salary:
£19,000.00-£24,000.00 per year


Benefits:

• Casual dress
• Company pension
• Life insurance
• Onsite parking
• Work from home

Schedule:

• Monday to Friday
• No weekends

Supplemental pay types:

• Bonus scheme

Ability to commute/relocate:

• Mansfield NG18 1EU: reliably commute or plan to relocate before starting work (required)

Work Location:
One location