Financial Services Administrator (Salary up to 25k + bens)

Job Description

Financial Services Administrator (Salary up to 25k + bens) Vickers Neal Recruitment Solutions are delighted to be working with Integrity Wealth Solutions based at their modern offices in Nuneaton Warwickshire.We are currently recruiting for an experienced Financial Services Administrator /Client Account Executive on a full-time basis.This opportunity suits an accomplished administrator already experienced in the financial services industry. The role is varied and will predominantly include pension and investment business for high-net-worth clients. It will involve working in a busy and pressurised environment. Ultimately, we are looking for an individual who is an exceptional communicator who quickly builds rapport and excellent working relationships!Responsibilities:•To prepare files for new and existing clients and to maintain all client files in a compliant and tidy manner- high levels of accuracy are paramount!•To ensure that advisers have completed necessary documentation i.e., Fact Finds, Client Agreements, Service Agreements, Anti Money Laundering Verification Documentation to ensure that files remain compliant prior to recommendations being made and any transactions being processed.•To gather sufficient information i.e., information on existing plans/arrangements, research for proposed new plans/arrangements to enable adviser to review client needs.•To prepare client valuations as and when required to enable adviser to review client needs.•To book client review meetings.•To ensure that all necessary plan/arrangement information and necessary forms, illustrations/ quotations are available prior to a report request being made by the adviser.•To assist in the completion of appropriate forms as necessary to enable new business to be processed or enable changes to existing contracts on behalf of advisors/clients as and when required.•To structure letters to providers, clients etc to obtain information or enable any transactions to be processed using appropriate standard letters as provided.•To ensure that transactions/requests are completed in a timely manner as outside influences dictate.•To answer telephone calls and other general administrative duties.Skills and knowledge:•Good PC knowledge•Prioritise and plan own workload•Self-motivated and proactive•Highly organised individual•Ability to work independently and as part of a team•Knowledge of Intelligent Office and the Standard Life Platform would be advantageous.•Significant experience providing administrative support within a wealth management organisation is essential•CII qualifications desirable, but not essential•High level of literacy and numeracyHours: 9 am - 5 pm Mon- Thurs/ 8.30 am - 4.30 pm Fri (office based.)This is a fantastic opportunity for a motivated, experienced administrator who wants to work within a forward-thinking organisation who really goes the extra mile to provide an exceptional level of service to their clients, always!In the first instance please submit your CV to Emily Neal at Vickers Neal Recruitment using the contact details provided.Upon application your CV will be submitted to Vickers Neal and Integrity Wealth Solutions ONLY. We DO NOT submit CVs to third parties.We regret that only successful applicants will be contacted on this occasion.