Experienced Financial Services Administrator - Manchester, United Kingdom - KBA FS Ltd

Description

Job Description

Experienced Admin Support Required

An exciting opportunity has arisen for an experienced admin support to work within, a successful, forward thinking wealth management business with offices in Greater Manchester, Lancashire and Cheshire. The successful candidate will possess a minimum of A-level qualifications, be hard-working, and efficient, familiar with Office 365. They will have an appetite for working in a fast-paced environment and be capable of working under their own steam as well as in a team. The ideal candidate will have at least 2 years working in a professional services admin role and ideally in a financial planning environment.

This role is based in our Manchester or Leigh office initially but could be from any location once trained.

KBA's ethos is we want to 'Help people have better lives'. Whether that be employees, clients and customers or the local community. So why not be part of this exciting, growing team who genuinely care about your future and the impact they make on you, the customers and the communities in which they operate.

KBA FS Ltd provides exceptional service to a growing client bank and that growth means we need to expand our support team.

The role involves working in a small, close-knit team to ensure the efficient and effective management of day to day tasks in support of our advisers and their clients. This is a busy, collaborative working environment where team members need to be positive, proactive and combine high attention to detail with a flexible approach to dealing with a varied and interesting range of clients and tasks.

We will welcome somebody who enjoys working as part of a friendly team and will use their enthusiasm to reinforce what we already do well and contribute ideas about how we can keep improving our service.

Study support will be available for candidates seeking to acquire relevant CII qualifications.

This position is full time Monday - Friday initially but then flexible working/home working may be available.

The person we appoint to this new role will possess:

• Preferably experience in a Financial Services or Administration role
• Excellent literacy and numeracy skills
• Strong interpersonal and organisational skills
• Working knowledge of Office 365

Benefits:

• Life insurance
• Income Protection/Long term sick pay
• Bonus scheme
• Pension Scheme

Accountabilities/Responsibilities:

• Provide research and administrative support to the team to develop suitable client recommendations and process front end pension and investment business process.
• Prepare first meeting packs for clients and help with events.
• Produce all relevant paperwork and regulatory requirements for the team to present potential solutions to clients.
• Progress to producing compliant and detailed Client Suitability Reports
• Assist in the management of client relationships including attendance at client meetings, receiving client phone calls and providing information of a technical nature if requested.
• Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.
• Help with internal administration as required.

Key responsibilities include:

• Contacting prospects or clients to arrange meetings and update current information
• gather necessary information from client so that a financial analysis can be completed
• Chase providers to get the information as quickly as possible and ensure all information is accurate.
• Produce crib sheets, quotes and illustrations and update cashflow forecasts.
• Manage the delivery of ongoing service requirements, maintaining accurate records.
• GDPR maintenance.
• Update the clients in a timely manner.
• Produce client facing material in preparation for ongoing service meetings.

Additional Responsibilities

• Process new business applications, establish and maintain accurate records for new clients.
• Update clients files, platform and provider records where appropriate to ensure correlation with the internal CRM.
• Provide efficient resolution to client queries and ensure clients receive effective communication regarding case processing.
• Manage proactive client communications ensuring the practice delivers service requirements in line with the Practice client proposition.
• Liaise with our networks and key providers to ensure all practice material is relevant and up to date and all practice members are aware of changes and updates. Act as the primary point of contact with providers and Openwork for issue resolution and disputes.
• Lead and develop proactive marketing to new and existing clients, recognising and opportunities and marketing to clients accordingly.
• Research and evaluate external developments in own specialist area and recommend ways in which the Practice may benefit from their implementation.
• Deliver projects within own specialist area to meet defined business objective
• Compliance - understand and adhere to the practice and KBA systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements.
• Financial Controls – Ensure all expenditure commitments (orders, contracts, budgets etc) and all payments are properly authorised, controlled and monitored, in accordance with delegated authority requirements.

Job Types: Full-time, Permanent

Salary £23,100 to £28,000pa

Bonus Scheme