Experienced Financial Services Administrator - Norwich

Only for registered members Norwich, United Kingdom

3 days ago

Default job background
£25,000 - £35,000 (GBP)

Job summary

We are a leading financial planning firm that has experienced great growth and success in recent years and looking for an experienced Financial Services Administrator to join our established Client Services Team.

Responsibilities

  • To deal with day-to-day administration requirements of the business to deliver our Service Level Agreements and achieve great Key Performance Indicators.
  • General Office Duties including: Answering calls and taking messages Dealing with client queries Updating 'task' management system Updating our back-office system Welcoming visitors making refreshments Managing adviser's appointments Adviser Support including: Requesting and collating plan information Assisting in client meeting preparation Preparing client letters illustrations Liaising with clients providers Ongoing Client Reporting Review Documentation including: Producing sending portfolio reports to clients Preparing review documents for adviser Preparing fund performance information Trading New Business Processing including: On-line submission of pension investment applications Buying selling trades on Investment Platforms Submitting clients income requirements Fund switch trading on investment platforms Checking completion of all trades Medical underwriting applications with clients for life cover Professional Qualifications To be working towards the Diploma or willing to start the exams Qualification Requirement Essential GCSE or equivalent 5 subjects Maths English level 4 above Desirable A Levels 2 subjects C above or equivalent Minimum Experience Candidate will need minimum of 2 years experience within similar role Desired skills personal qualities Communication skills Attention detail Problem solving skills Presentation skills Administrative analytical team working patience Professional email/letter writing Benefits Package Competitive Salary Bonus scheme Death Service Pension Contributions Holiday Days holiday

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