Financial Services Administrator

Financial Services Administrator

Job Title: Financial Services Administrator
Contract Type: Permanent
Location: Market Harborough, Leicestershire
Salary: £20,000 - £26,000
REF: 897080
Contact Name: Sophie Rice
Contact Email:
Job Published: over 1 year 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 clerical support to the team.  As well as demonstrating a thorough knowledge of the Financial Services sector, the successful applicant will have excellent attention to detail, strong communication skills and a good working knowledge of Microsoft Office.

Duties and responsibilities:

  • Creating administrative packs for each new client
  • Checking that the internal “Fact Find” has been fully completed, and inputting the relevant details into a database system
  • Preparing letters, and sending to clients for signature
  • Inputting policy details into the system once received from providers
  • Putting together client documentation
  • Scheduling appointments and making the associated diary entries
  • Scanning documents and emails, before attaching to the database
  • Checking compliance procedures are followed
  • Ensuring all anti-money-laundering information is current and relevant checks have taken place
  • Obtaining and compiling illustrations, application forms, key feature documents and other relevant supporting documentation
  • Tracking information and updating paraplanning colleagues accordingly
  • Carrying out a range of other general financial services administration as required by colleagues and management.

Skills and experience required:

  • Existing experience in a Financial Administrator position supporting an Independent Financial Advisor is essential
  • RDR compliant qualification is preferred
  • Understanding of the financial planning process
  • Strong computer skills and good working knowledge of Microsoft Office programmes
  • Knowledge and experience in a range of clerical and administrative procedures such as filing and creating electronic and postal correspondence
  • Friendly, helpful and professional telephone manner with prior experience of having taken incoming enquiries from customers and colleagues.
  • Demonstrates excellent accuracy and attention to detail

Hours of work:

  •  Monday to Friday 9.00am – 5.30pm (30mins for lunch)

Salary and benefits:

  • £20,000 - £26,000 + excellent benefits