Financial Services Administrator

Resource Matters
28 Nov 2016
02 Dec 2016
Contract Type
Full Time
Our client is a firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies. The Role The Financial Services Administrator role will be suitable to someone who has a background as an administrator within the financial services industry, either working for an IFA or Insurance Company. You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration would be preferable. Knowledge, Skills & Experience Required The Financial Services Administrator role requires an individual who is experienced in working to deadlines, prioritising workload and providing a high level of customer service at all times. To be successful in the role of Financial Services Administrator, you will have at least 2 years experience within the financial services; technical knowledge, and have gained the relevant experience noted above. The Financial Services Administrator should have a current working knowledge of Pensions and Retirement: ??Providing comprehensive support to senior financial advisers. ??Administering Investments, Pensions and Protection for individual clients - preferably need Cofunds and Fidelity (Funds Network) experience ??Submitting new business and servicing - protection, investments, top-ups, pension transfers and drawdown etc. With a large number of new business cases each week, and therefore you must be have good understanding of remuneration structures e.g. fees and commissions etc In return a salary to 25k plus employee benefits is on offer