Financial Services Administrator - Nottingham, United Kingdom - The Wilson Organisation

Description

Client Servicing:

including collating plan information, requesting quotes, processing authority letters, assisting advisors with general queries and ensuring relevant documents are uploaded.

• New Business Submission: including submitting business online and via post, adding plans to our database, chasing providers once business is submitted and checking plan documentation
• Compliance:

performing relevant anti-money laundering checks and checking compliance documentation is completed

• An excellent understanding of the financial planning process.
• Good knowledge of financial services software systems, Excel and Word.
• Excellent communication skills and telephone manner.
• Good IT skills, good spreadsheet and database knowledge.
• Effective organisational skills

Job Types:
Full-time, Part-time, Permanent


Pay:
£15,000.00-£32,000.00 per year

Expected hours: 35 per week


Benefits:

• Bereavement leave
• Company pension
• Free flu jabs
• Free parking
• Life insurance

Schedule:

• Monday to Friday

Work Location:
In person

Reference ID: 1206