Financial Services Administrator

Location: Blofield

My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional.

My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being.

My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services.

You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients.

Requirements

* Great organisational skills – ability to prioritise and manage own workload

* Experience in Financial Services, working in a similar role

* Ideally holding or working towards professional qualifications

* Good communication skills, able to deal with clients, support colleagues and challenge providers

* Knowledge on anti-money laundering, TCF and compliance procedures

* IT skills and use or Intelligent office or similar

Responsibilities:

* The preparation of New Business files

* The submission of new business applications

* Ongoing management of existing client bank – including preparing portfolio reports/client review documents

* Client change of agency and information gathering

* Client support, processing trades and answering client queries

* Liaising with advisers and paraplanners throughout the process

* Updating the back office system and keeping files and records up to date

* PA work – managing advisers diary, booking client appointments and deal with adviser emails.

* General office admin – scanning, answering the telephone, processing post

What my client can offer you

* Competitive Salary with KPI based bonus scheme

* Career progression opportunities

* Family run business environment

Benefits

My client provides support with R0 exams both financially and in terms of study support

25 days holiday + BH

My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home.

Pension