Financial Services Administrator

We are looking for an experienced Financial Services Administrator to join our busy team in Beeston. Minimum 2 years experienced preferred but not essential.

Please contact Gemma Johnson on 07919347941 or 01159228282 and send a CV to gemma@jrtltd.co.uk

A challenging role has arisen within a highly respected Chartered Financial Services firm based in Beeston, Nottingham. 

The role requires an individual to provide support to one or more financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

• Maintain regular contact with clients, booking clients in for annual reviews and management of review process
• New business processing and submission to Business quality, submitting onto external and internal systems
• Liaise with a range of stakeholders from compliance department to various external providers, sending Letters of Authority, gathering and correlating plan/policy information, produce valuations 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 
• Working with back office system (Gateway), including fact find completion for new clients, and maintaining client files and details
• Monitoring of trail fees, consolidation of correct amounts from correct providers and Fairstone payment & 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
• General Administration and client servicing support as needed

SALARY & BENEFITS

• Compensation dependent on skills and experience
• 25 days annual leave
• Auto enrolment pension
• Private Medical Insurance
• Training and support towards industry recognised certifications

SKILLS/EXPERIENCE

Excellent interpersonal skills demonstrated by an ability work with multiple stakeholders, as well as developing good working relationships with colleagues. You must be happy to work on your own and as part of a team and have excellent time management skills.

You will have the ability to build strong working relationships with a team of financial advisers and wider business. Previous experience of working within a similar role within a financial services business is 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. 

This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.