Financial Services Administrator

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice. My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team. Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).

Total Hours per week-37.5 hours Main Responsibilities Summary of Role You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators. Handle day to day post routines including:

- Scanning and filing relevant post Franking and preparing post out General Office Duties including:

- Answering calls and taking messages Dealing with client queries Updating ‘task’ management system Updating my clients back-office system Welcoming visitors, making refreshments Managing adviser’s appointments Adviser Support including:

- Requesting and collating plan information Assisting in client meeting preparation Preparing client letters and illustrations Liaising with clients and providers Ongoing Client Reporting and Review Documentation including:

- Producing and sending portfolio reports to clients Preparing review documents for adviser Preparing fund performance information Trading and New Business Processing including:

- On-line submission of pension and investment applications Buying and selling trades on Investment Platforms Submitting client’s income requirements Fund switch trading on investment platforms Checking completion of all trades Medical underwriting applications with clients for life cover Professional

Qualifications:

You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies. Qualification Requirement Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above. Desirable – A Levels - 2 subjects C or above or equivalent Minimum Experience The ideal candidate will need a minimum of 2 years’ experience within a similar role.

Desired skills and personal qualities Communication skills Attention to detail Problem solving skills Presentation skills Administrative skills Analytical skills Team working Patience Professional email/letter writing Benefits:

- A competitive Salary of £25,000 to £35,000 (dependent on experience and qualifications) Bonus scheme Death in Service Pension Contributions 25 days holiday