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