Financial Services Administrator

Reference: AL1292
Category:

Financial Services Administrator (CRM)

Leicester City Centre (Our Ref AL1292)

Salary to c£30,000 pa dep on exp + benefits

 

My client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period.

Responsibilities may include, but are not limited to:

  • Working closely with the consultants to support and ensure clients’ needs are met
  • Preparation work for client meetings (including coordination of work required by other team members where applicable)
  • Attending clients’ meetings, taking of meeting notes (on/off site)
  • Coordinating action points from meetings and completing work required
  • Responsible for communication with clients (phone calls/emails etc.)
  • Researching and collation of information in relation to advice being given to clients
  • Liaising with insurance companies on client queries
  • Requesting illustrations required in respect of new and existing business
  • Processing of new business and ensuring any administration work completed is compliant and completed within the procedures and policies
  • Updating client records and ensuring that the systems, electronic folders and paper files are in good order
  • Participation in projects which may require your assistance from time to time

 

The successful applicant will:

  • Have some level of experience of working within financial services
  • Possess an understanding of financial services and SSAS/SIPP pension schemes but not essential.
  • Have excellent customer service skills and attention to detail
  • Be able to proactively manage client affairs in a prompt and efficient manner
  • Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
  • Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
  • Be honest and resilient, with the ability to resolve issues sooner rather than later

 

Benefits Package

In addition to excellent career progression – with fantastic opportunities for promotion – training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

Your benefits package includes the following:

Share incentive plan

Group pension

Life assurance

Income protection

Health cash plan

Plus a choice of voluntary benefits – It is flexible so that means you can pick benefits to suit you!

 

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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