Financial Services Administration
- Recruiter
- Lowes Financial Management*
- Location
- NE1 5DL, Newcastle Upon Tyne
- Salary
- £18k- £22k per year
- Posted
- 15 Jun 2017
- Closes
- 11 Jul 2017
- Ref
- 225233469-01
- Contract Type
- Permanent
- Hours
- Full Time
Lowes Financial Management
Job Description
Department: Administration
Post Title: Financial Services Administrator
Reports to: Administration Manager
Salary: £18k- £22k per year
The Company: Over the years Lowes Financial Management has prided itself on its ability to spot and develop talent to bring out the very best in its people. As a result of this approach, Lowes employs some of the best people in the profession, and due to both forthcoming retirements and expansion we are looking to recruit.
Established in 1971, Lowes has an unrivalled history of providing Independent Financial Advice to a wide range of people throughout the country. Over the years the Company's personal approach to financial planning has helped both clients and Company to prosper and Lowes is regularly recognised as one of the UK's top 100 Independent Financial Advisers.
Job purpose: The purpose of the role is to undertake a wide range of administrative duties in relation to the processing of client business for one of the UK’s leading Independent Financial Advisers. Experience working within an IFA or the Financial Services Sector is preferable though full training will be provided.
The individual will be required to undertake the full range of administrative tasks and will be expected to learn and implement new procedures as they are introduced.
Specific tasks and attributes include:
N.B. This list is not exhaustive and is to be used as a guide to the main duties and responsibilities of the post-holder and is subject to change in accordance with the needs of the business.
- Show attention to detail when checking client applications for accuracy and identification of errors and omissions.
- Creating covering letters and forwarding client application details to the appropriate provider.
- Sending Acknowledgement Letters to clients detailing plan details and fees.
- Inputting application details into Intelligent Office and adding fees charged.
- Chasing overdue/outstanding items with 3rd party providers and closing diary entries once complete.
- Opening and sorting of incoming mail, and processing of outgoing mail.
- Dealing with team post.
- Enthusiastic and can do attitude.
- Strong IT skills in core Microsoft Office systems.
- Liaising with clients and providers by telephone, email or written correspondence.
- Checking the accuracy of on-line and paper annual statements and contract notes (updating units on Intelligent Office).
- Processing condolence letters in accordance with the Death of Client procedure, which includes writing to product providers to obtain valuations.
- Developing and maintaining good relationships with a range of individuals.
- Prioritising workloads to ensure all activities are completed quickly, in a compliant fashion and at a high standard.
- Any other duties that are reasonably required.
If you think this is you, please send your CV and a well-considered covering letter, to include your salary expectations by following the instructions at the bottom of this page.