Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Financial Services Administrator

Halecroft Recruitment
Job LocationAltrincham
EducationNot Mentioned
SalarySalary not specified
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Our client based in Hale, Altrinchamis currently looking to recruit an experienced Financial Services Administrator on a permanent basis...To provide efficient, friendly, and professional administration support to both clients & IFAs.The Role:

  • Dealing with adhoc queries from Advisers/Clients/Providers
  • Tasks to be recorded and maintained via back-office systems
  • Maintenance of client files
  • Postal activity (incoming/outgoing)
  • New business processing (Online/Post)
  • Loading relevant data on to CRM database
  • Processing Letters of Authority
  • Valuations
  • Liaise with 3 rd Party Providers & Paraplanners
  • Preparing Client Meeting Packs
  • Gather quotes/illustrations / Fact Sheets / Order Projections
  • Booking Client Review Appointments & Managing IFA’s diary
  • Print & Bind Client Suitability Reports
  • Administration of client investment funds, constructing client portfolios
  • Update IFA & Client on progress on New Business cases
  • Maintenance of all client policy data & associated income expectancies
  • Process Client Withdrawals as and when required
Requirements: Skills
  • Good communication skills, both oral and written
  • Excellent administrative skills
  • Accurate keyboard/data entry skills
  • Excellent accuracy skills and attention to detail
  • An excellent team player with an adaptable and flexible approach to work
  • Ability to build and develop effective working relationships at all levels
Experience
  • Financial services industry/wealth managementexperience – Essential
  • Experience of working within defined service standards, policies and procedures
  • Longevity and proven commitment within previous employment – Essential
Knowledge
  • Good knowledge of Microsoft Office
  • A proven track record in delivering excellent client satisfaction
  • A good knowledge and understanding of a wide range of financial products – Ideal
  • Basic knowledge of regulatory requirements – Ideal
Package:
  • Salary: Competitivedepending on experience
  • Benefits: Death in Service Cover (4 x Salary), 6% Employer Contribution to Pension, PHI Long term sickness cover (75% of Salary)
  • Holidays: 25 Days + Bank Holidays (Increasing by 1 day per year up to a max of 30 days)
  • Study support for industry-related qualifications
  • Office-based role (Hale): Working Hours: Mon – Fri 8.30 am – 5 pm (Flexible)

APPLY NOW

Financial Services Administrator Related Jobs

© 2019 Naukrijobs All Rights Reserved