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

Kelly Services
Job LocationWarwickshire
EducationNot Mentioned
Salary£30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Are you an experienced Financial Services Administrator looking for a new opportunity Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success If so, this could be the perfectrole for you!Whats in it for you

  • Salary: up to £32,000 doe
  • Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week)
  • Life Assurance
  • Group Income Protection
  • Location: Warwick
Duties/Responsibilities:
  • Administrative Support to Financial Planners and Team Leader
  • Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports
  • Processing New Business following adviser handover
  • Ensuring all compliance documents on file/provided by adviser prior to submission
  • Ensuring client advised of progress throughout this process
  • Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
  • Producing Risk Profiler results where required
  • Processing and monitoring switch directly with provider or electronically via platform
  • All above is to be adhered to in line with the WS Fund Switch Process
  • Preparing valuation reports
  • Preparing supporting performance documentation for client review appointments
  • Preparing review checklist for adviser/client appointments
  • Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form)
  • Preparing half yearly valuation reports for issue to client (postal or electronic)
  • Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser
  • To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner.
Skills/Experience required:
  • Previous experience as an IFA Administrator is essential
  • Demonstrating good customer communication and relationships
  • Team working and collaboration
  • Planning and Prioritising
  • Using systems and processes
  • Demonstrate honesty and integrity
  • Adaptability
  • Enthusiasm
  • Dependability
  • Personal commitment
Please apply today of this sounds like you!KSBirminghamKelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kellys Privacy Statement. For information regarding data protection at Kelly, please visit theKelly website and have a look into the Privacy Statement.As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

APPLY NOW

Financial Services Administrator Related Jobs

© 2019 Naukrijobs All Rights Reserved