***FINANCIAL SERVICES ADMINISTRATOR***
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