Financial Services Administrator

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.

• 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

• 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

• Competitive Salary with KPI based bonus scheme
• Career progression opportunities
• Family run business environment

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

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

Pension