Financial Services Administrator

About The Role

Purpose

This is a full‑time administrator role in a financial adviser practice in Church Crookham, near Fleet in Hampshire supporting 4 advisers. We are looking for a motivated, experienced financial services administrator to provide support in a variety of tasks to the office.

Responsibilities

• Obtaining accurate policy information and preparation of data for client meetings
• Managing the provider application process from submission to completion, maintaining communication with all parties
• Preparation of correspondence including letters and emails to clients
• Preparation of client review letters and reports for approval by the Financial Adviser and preparation of accompanying documentation as required
• Drafting of simple new business reports of clients for approval by the Financial Adviser
• Uploading case documentation for compliance checking onto our CRM, Intelligent Office
• Answering the phone
• Scanning incoming post
• General admin duties as required
• Ad hoc client projects

Knowledge

• Relevant experience in Financial Services, minimum 2 years
• Previous experience of Intelligent Office an advantage

Qualifications

• Relevant qualifications such as Financial Administration, etc.
• Studying the Chartered Insurance Institute RO examinations

Skills/Other relevant information

• Excellent interpersonal skills when dealing with both adviser and client queries to ensure a consistent standard of service
• Eye for detail to maintain accuracy on client records
• Strong Microsoft Office skills – Word, Excel & Power Point
• Strong organisational skills to manage multiple tasks and priorities effectively