- Prepare and package financial planning reports for the Financial Planners and their clients
- Preparation of transactional client letters, such as letters of authority, change of address and client disengagement letters
- Liaise with product providers to obtain fees and charges on specific products
- Obtain and assist with the completion of application/instruction forms and fact finds
- Obtain policy information, documents, fact-sheets, illustrations, and product comparison quotes through appropriate sources
- Uploading plan statements and other documents to client records following agreed naming conventions
- Maintain accurate client information and record client interaction on the back-office system
- Assist with the on-boarding process of new clients
- Assist with the annual review process of existing clients
- Any additional ad-hoc requests and support on company projects as and when required
- Build strong working relationships with all colleagues across the business
- Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met
- Undertake project work and additional duties as and when required
- Treat all data with complete confidentiality and take reasonable steps to protect this
- Maintain client records and update client information on back office systems to keep an effective audit trail
- Assist with the onboarding process of new clients
- Assist with the annual review process of existing clients
- Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools
- Previous experience in an administration role highly advantageous
- Desire to deliver exceptional service at all times and strong focused approach to achieving the best outcome for the client and the business
- Ability to consistently deliver within service standards
- Excellent organisational skills, flexible and proactive approach to getting the job done
- Strong interpersonal skills, both written and verbal communication
- Accuracy and attention to detail to balance demands of role
- Desire to learn and build skills and ability through a Personal Development Plan
- Knowledge of Financial Services industry would be great, though not essential
- Organised and efficient, self-motivated and works consistently with little supervision
- Personable and polite with the ability to interact and build rapport with all people
- 25 working days in addition to the normal Bank Holidays, in addition 1 extra day's holiday for each year of service up to 28 days
- Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
- Group Life Assurance and Pension Scheme
- Private medical Insurance
- Group Income Protection
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Financial Services Administrator, Chelmsford - Clever-HR
Description
Financial Services Administrator£22,000 - £23,000 + discretionary bonus + benefits
A great opportunity if you are looking to begin your career within Financial Services, or if you're looking for a change in direction from your current job role. Good administration skills are a prerequisite, and amazing communication skills is a must
Full training will be provided and this is an office-based role
Financial Services Administrator - The Role
To provide day-to-day administration support to the Operations team in order to provide clients with excellent client service, including but not limited to:
About you:
Benefits:
