Hybrid - Consultant Support - - Croydon, United Kingdom - Resource Solutions

Resource Solutions
Resource Solutions
Verified Company
Croydon, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Do you have previous experience providing administrative support within financial services/wealth management? If you are looking to kick start your career, and develop your skills further within a ever growing business, we want to hear from you


We are on the lookout for someone with strong communication and organisational skills, with a background in administration in the financial services space.

You will work within a team of consultants providing support, processing new business, completing valuations, preparing for meetings and completing any ad hoc administrative support where required.


Business Overview


Our client provides full-service pensions consultancy from actuarial expertise through to investment advice and third-party administration, as well as advising clients on providing the best possible reward and benefits packages for members.


Duties & Responsibilities

  • Manage their administration workflow
  • Receive and implement requests from Consultants
  • Upload fact find information to the client management system (Intelliflo)
  • Obtain policy information and valuations, maintain on Intelliflo
  • To process all new business and client correspondence
  • Check all compliance data is present
  • Ensure any deadlines given by consultants/providers are met
  • Maintain up to date client files
  • Remuneration monitoring and correct payment and allocation to consultant
  • Establish and build relationships with clients and providers
  • Assist consultants in premeeting preparation and annual reviews
  • Register and utilise appropriate extranet/websites and other forms of ebusiness
  • Cash Balance Monitoring
  • Operate within the compliance and corporate standards of the business
  • Consistently implement and review processes
  • Undertake appropriate professional development and training
  • Keep up to date with all relevant product, legislative or technical changes

Skills Required:


  • Experience of working within an office environment.
  • Experience of working within Financial Services, ideally Financial Planning or Wealth management
  • Able to work in a busy fast paced environment
  • Experience of using full Microsoft office suite
  • Knowledge of backoffice systems e.g. Intelliflo

Hybrid Working - 3 Days in the office, 2 Days from home (after initial 3 months in the office)

Job Types:
Full-time, Permanent


Salary:
Up to £25,000.00 per year


Benefits:


  • Company events
  • Company pension
  • Flexitime
  • Life insurance
  • Private medical insurance
  • Sick pay
  • Work from home

Schedule:

  • 8 hour shift
  • Monday to Friday
  • No weekends

Ability to commute/relocate:

  • Croydon,

Greater London:
reliably commute or plan to relocate before starting work (required)


Education:


  • A-Level or equivalent (preferred)

Experience:


  • Administrative: 1 year (preferred)
  • Financial services: 2 years (preferred)

Work Location:
In person

Flextime
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