Financial Services Administrator
- Recruiter
- Heat Recruitment
- Location
- Lichfield
- Salary
- 20000.00 - 24000.00 GBP Annual
- Posted
- 21 Jan 2022
- Closes
- 31 Jan 2022
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
THE ROLE
- Preparing client files and documentation for Adviser meetings
- Creating and maintaining new client files
- Producing summary letters
- Completing any servicing actions
- Updating client records on CRM system (Finplan)
- Develop and maintain a good working relationship with colleagues
- Provide the highest quality customer service to our clients
- Assisting the client Liaison Manager & Paraplanner with day to day admin tasks
- Prepare compliance documentation for certification by the Advisers
- Assist with submission of new business, as required
- Dealing with incoming post and scanning
- Photocopying and scanning documents as required
- Preparing client files and documentation for Adviser meetings
- Ensure compliance with Money Laundering Procedures and Data Protection.
- Occasional meet/greet of client/visitors to the office
THE PERSON
- You will have previous office administration experience and be fully proficient with Microsoft Office especially Outlook, Teams & Word with the ability to learn our bespoke CRM quickly
- You should have excellent written and verbal communications skills, as you will be dealing direct with the clients
- Have the ability to manage your own workload
- You will also be able to work calmly under pressure and use your initiative
- With a keen eye for detail, it would be advantageous for you to have previous experience within the industry
- You will be customer focused, with a positive 'can do' attitude and willingness to learn and develop within the role.
- Must have a full driving license due to the office location
- The ideal candidate will have had at least 2 years previous experience within the same role
Hours are Monday - Friday 9.00am - 5.00pm with 1 hour lunch - 35 hours per week
Salary up to GBP23,000 depending on experience
Job Types: Full-time, Permanent
Benefits:
- On-site parking
Schedule:
- Monday to Friday
Work remotely:
- Temporarily due to COVID-19