Financial Services Administrator

Financial Services Administrator

Leamington Spa (ref AL530)

Salary c£26,000+ benefits

My client is a long standing and prestigious IFA in Leamington Spa, and they are looking to appoint a Financial Services Administrator who preferably has experience working in an IFA environment. Financial Services background is essential.

Purpose of the role – To provide both clerical and administrative support to ensure the smooth running of the firm. Responsibilities

To deal with telephone / email enquiries.
Managing own workflow
Create and maintain filing systems / client files.
Arrange meetings / book appointments.
Update and maintain the firm’s records / registers
Update and maintain the firm’s diary system.
Requesting quotes / comparisons as requested by advisers
Retrieving policy information from providers via phone or websites.
Submitting new business.
Processing transactions on provider wrap platforms and ensuring a healthy cash balance is maintained
Compiling invoices.
Ordering and maintaining stationery and equipment supplies.
Liaising with product providers as and when necessary.
Assisting advisers to provide all required information to paraplanner to create suitability report.
Monitor and reconcile commission / fee payments from clients.
To attend meetings as and when required.
Maintain a computerised customer database.
Type and word-process various documents and electronic information.
Create financial reports using spreadsheets.
Manage, organise and update relevant data using database applications.
General office duties including filing, shredding, photocopying and binding
Skills

Good written and oral communication skills.
Good report writing skills.
Good methodical and organisational skills.
Computer literacy and good typing skills.
Accurate with good attention to detail.
Knowledge

Detailed knowledge of the FCA’s and the firm’s record keeping requirements.
Basic knowledge of the financial services sector.
Knowledge of the following software packages and research tools: Intelliflo, Microsoft (Outlook, Word and Excel), Assureweb, Trustnet & Providers Websites
If this role is of interest please apply in confidence with an up to date CV to Angela Liscombe at North Oak recruitment.