Financial-Services-Administrator

Leicester-(potential-of-hybrid/1-day-per-week-at-home-after-qualifying-period)

Salary25,00028,000-+-benefits-(our-ref-AL1386)

Full-time-or-4-days-per-week-available-

My-client,-with-various-locations-across-the-UK,-has-an-enviable-reputation-within-the-independent-wealth-management-industry,-and-they-now-have-an-exciting-new-opportunity-for-an-experienced-Wealth-Management-Administrator-to-join-their-Leicester-based-team.

Responsibilities

• Research-a-broad-range-of-financial-products-across-all-financial-sectors
• Maintain-regular-contact-with-clients-providing-assistance-where-required
• Liaise-with-various-providers,-gathering-and-correlating-plan-/-policy-information-and-ensuring-a-smooth-and-timely-business-process
• Managing-and-maintaining-a-precise-record-of-pipeline-and-submitted-business-in-order-to-be-able-to-update-clients-and-Adviser-accordingly
• Sending-Letters-of-Authority
• Collate-and-evaluate-client-policy/investment/pension
• Researching-products-and-funds-using-software-such-as-SelectAPension-and-FE-Analytics
• General-Administration-and-client-support-duties
• Create-and-maintain-client-files-and-enter-details-onto-back-office-database
• Submitting-New-Business-on-internal-and-external-systems
• Prepare-paperwork-for-pre-sale-and-post-sale
• Maintain-regular-contact-with-clients,-booking-clients-in-for-annual-reviews-and-management-of-review-process
• Monitoring-of-trail-fees,-Invoicing-clients-for-new-and-ongoing-fees-where-applicable-and-subsequent-monitoring-and-follow-up
• Develop-a-broad-knowledge-of-financial-products-including-both-individual-and-employer-pension-knowledge,-investments-and-protection-products

The-ideal-person-Administrator

• Ability-to-build-strong-working-relationships-with-both-the-IFA,-and-the-rest-of-the-team.
• Previous-experience-of-working-within-a-similar-role-within-a-financial-services-business-is-desirable.
• Experience-using-Financial-research-tools.
• Working-towards-diploma-qualification-preferred,-but-not-essential.
• It-is-essential-that-you-possess-strong-communication-skills,-have-a-high-attention-for-detail,-and-have-interpersonal-and-organisational-skills-with-the-ability-to-work-in-a-busy,-fun-and-professional-environment.
• You-must-be-happy-to-work-on-your-own-and-as-part-of-a-team-and-have-excellent-time-management-skills.
• Good-IT-skills-including-Office-365.
• Capable-of-meeting-deadlines-and-being-able-to-prioritise-effectively.
• Good-telephone-manner.

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Benefits-Company-pension-scheme-|-Death-in-service-|-25-days-annual-leave-|-Flexible-Benefits-|-Birthday-as-an-additional-day-off-|-Opportunity-to-purchase-additional-holidays-|-Enhanced-family-friendly-policies-|-Cycle-to-work-scheme

If-this-role-is-of-interest,-please-apply-with-an-up-to-date-CV.We-aim-to-respond-to-all-applications-within-10-days.By-submitting-your-CV-you-consent-to-it-being-retained-for-use-in-connection-with-this-and-future-relevant-and/or-similar-vacancies,-you-can-of-course,-opt-out-of-this-at-any-time-by-emailing-us.Full-Privacy-Notice-can-be-found-on-our-website.