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Financial Services Administrator Swansea

Focus Search and Selection
Job LocationSwansea
EducationNot Mentioned
Salary£19,000 - £26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Financial Services Administrator - SwanseaPrincipal AccountabilitiesGeneral

  • To work under own initiative and prioritise work effectively.
  • Maintain good time management and effective organisation ensuring that tasks are prioritised.
  • Greet all incoming calls in a professional business and courteous manner.
  • Encourage Independent Financial Advisers to release administration.
  • Proactively offer to free up time for adviser, by ensuring work that can be done by the administrator is not done by the adviser.
  • Comply with all company procedures and the Individual Conduct Rules as listed above.
  • To treat all client and firm’s information with the utmost confidentiality.
    • Core tasks
  • Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office.
  • Set up client file and ensure any relevant checklist is completed accurately.
  • Preparing New Client meeting packs
  • Issuing Engagement Letters.
  • Upload documentation to back office system
  • Updating Fact Find and risk profiler via back office system
  • Send off transfer of servicing documents and ensure acceptance from providers.
  • Collect information required to research client plans and policies
  • Produce valuations
  • Prepare New Business packs for presentation meeting, including illustrations.
  • Submit new business to platform/product providers
  • Servicing existing & new business queries.
  • Maintain effective communications with product provider and client.
  • Oversee administration and processing to completion.
  • Issue policy documents and confirmation letter.
  • Make appointments as required.
    • In return you will be offered a salary of £19,000 to £26,000, generous benefits package and bonus structure.Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief. Required skills
  • Administrative Support
  • Back Office
  • Financial Services
  • Financial Adviser Support

    • Keyskills :
    Administrative Suppt Back Office Financial Services Financial Adviser Suppt

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