Financial Services Administrator

Reference: AL1115

Financial Services Administrator

Leicester (our Ref AL1115)

Salary £20,000 – £25,000 dep on experience + benefits

 

My client, an award-winning IFA based in Leicester, is looking to appoint a Financial Services Administrator to join their existing team.  An excellent opportunity for an individual with experience in the Wealth Management Industry, who enjoys providing first class customer service and loves administration.

Duties and Responsibilities

 

  • Provide client valuations
  • Export IT data from one system to another
  • Undertake individual projects from consultants and work independently on them
  • General filing and post duties
  • Maintain accurate client information on back office systems and websites
  • Produce correspondence to clients deemed appropriate, in an efficient and professional manner
  • Process new business via online submissions
  • Liaise with consultants and paraplanners and provide administrative support for their roles
  • Liaise with Insurers through written and verbal communication
  • Assist with mail merges
  • Risk Profilers
  • Reception duties – Answering Calls

 

The Ideal Person

 

  • Previous experience within the Wealth Management / Financial Services Industry
  • IT Literate
  • Good written and verbal communication skills
  • Ability to manage and prioritise workload
  • Experience of Adviser Office or Xplan would be an advantage

 

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

 

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