Financial Services Administrator

Financial Services Administrator

Job Title: Financial Services Administrator
Contract Type: Permanent
Location: Market Harborough, Leicestershire
Salary: £20,000 - £25,000
REF: 896950
Contact Name: Sophie Rice
Contact Email:
Job Published: almost 2 years ago

Job Description

A fantastic opportunity has arisen with a professional financial services provider near to Market Harborough. We are looking to recruit an experienced Financial Administrator to provide administration support to the team. The successful candidate will receive full training and the required support to be successful within this role. Suitable candidates will have strong attention to detail, good communication skills, oral and written, and excellent working knowledge of Microsoft Office products.

Duties and responsibilities

  • Creating new client packs
  • Check Fact Find fully completed
  • Input Fact Find details into client database
  • Prepare and send off authority letters and send to client for signature
  • Input policy details of existing plans once received from providers
  • Client documentation and diary entries
  • Scan all documents/emails provided by Planner into client database
  • Add Activity entries/workflows
  • Compliance
  • Check all anti money laundering information is current and relevant checks have taken place
  • Check Fact Find/Client Agreement/Letter of Engagement is signed and dated
  • Planner/client/provider requests
  • Obtain illustrations, application forms, key feature documents and other relevant supporting documentation
  • New business submission
  • Submit new business to provider or submit applications on line
  • Enter details of case into client database
  • Track new business and current position, updating Planner/Paraplanner accordingly
  • Ensure all new business has been checked and been signed off (if required)
  • Ensure that submission has been double checked by another team member
  • Client servicing
  • Adhoc valuations
  • Trades - placing, chasing and updating
  • Maintaining scanning records
  • Prepare for client review
  • Send Letter, valuation and relevant documentation to client
  • Ensure financial planning figures are sent to clients for update and revision in preparation for next meeting
  • Required from time to time to carry out other work allocated to them by their Line Manager

Skills and experience required:

  • Computer skills and knowledge of all Microsoft Office programmes
  • 1yrs+ experience in a Financial Administrator position
  • RDR compliant qualifications preferred
  • Understanding of the financial planning process
  • Knowledge of the operation of standard office equipment
  • Knowledge of clerical and administrative procedures and systems such as filing, emails and telephone
  • Excellent communication skills (written and verbal)
  • Interpersonal skills
  • Attention to detail and accuracy
  • Flexibility and adaptability
  • Team work

Hours of work:

  • Monday to Friday 9.00am - 5.00pm (30 mins for lunch)

Salary and benefits:

  • £20,000 - £25,000 dependent on experience + excellent benefits