Financial Services Administrator

£25000 - £32000 per annum + Pension,Bonus & more
Farnham, Surrey
Financial Services
1 month ago
Financial Services, Paraplanning, IFA
Profiles Personnel
Ola Obilana

Due to exceptional business growth a new opening has arisen for a efficient and detail orientated Financial Services Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team.
This role plays a crucial part in supporting a team of financial advisors and ensuring the smooth operation of the financial planning processes. Ideally you will have some background in paraplanning or perhaps you’re a work returner seeking a support role within Financial Services.
Salary c.£25-32K depending on experience plus benefits which include being part of an Employee Ownership Trust and quarterly incentives
Key responsibilities for the Financial Services Administrator include,

  • Input client details onto an in-house system
  • New business administration
  • Liaise with clients for new business information, Terms of Business, tax returns
  • File checking for completeness
  • Liaise with product providers (e.g., for valuations, trusts, product terms)
  • Help advisers with meeting preparation, new client packs, agendas etc
  • Supporting the Investment Proposition as necessary
  • Involvement in wider company projects as appropriate

The ideal Financial Services Administrator will need,

  • A background in Financial Services/Paraplanning
  • Ensure all client files are compliant on an ongoing basis
  • Respond to client contact and requests quickly and correctly
  • Keep up to date with all relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accurately
  • Strong organisational and time management skills
  • Excellent attention to detail and accuracy
  • Have a supportive and collaborative approach
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