Administrator - Financial Services Support
- Recruiter
- Prodigium Group Ltd
- Location
- Ilkley
- Salary
- 24000.00 GBP Annual
- Posted
- 04 Jul 2018
- Closes
- 31 Jul 2018
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Financial Services Administrator - North Leeds - GBP24,000 + Benefits
I am currently looking to recruit an Administrator who has previous experience working within investment and pensions arena who is looking to boost their career. Our client is a reputable and knowledgeable Wealth Management practice based in the North Leeds. As a Financial Services Specialist you will be rewarded with a basic salary of up to GBP24,000 annual salary depending on skills and qualifications, 35 hour working week, 25 holidays plus stats, Free onsite parking, 4% contributory pension, continuous career development and an excellent and supportive working environment.
Key Duties of the Financial Support Administrator:
The successful candidate will support the advisers in the provision of financial planning advice to clients both private and corporate. Duties will include data inputting of fact find information and documentation onto the back-office system (IRESS), as well as diarising events throughout the business cycle. Producing new business packs and preparation for client meetings will be required, as will producing client portfolio review information then presenting it with meeting packs. Ensuring that the back-office system records are fully updated to enable accurate management information and reporting will be important. The candidate will be liaising with providers and clients as required. Other parts of the role will be maintaining training objectives, as agreed, and maintaining professional and ethical standards in accordance with regulatory principles for business.
RESPONSIBILITIES / KEY DUTIES:
- Pay and reward incentives based on performance and successful completion of the programme.
- Fully analyse clients' requirements, develop cash flow models and accurately record client data;
- Research and analyse financial products to meet Client requirements and objectives;
- Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
- Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;
- Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
- Deal with general client queries and attend client meetings with the Partner as required.
- Work with other Practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process;
SKILLS REQUIRED:
- Good written and oral communication skills
- Ability to build rapport and manage client relationships
- Good Methodical and organisational skills
- Computer literacy and good typing skills
- Accurate with good attention to detail
- Ability to work alone or as part of a team
- A good working knowledge of IRESS Adviser Office
- Previous experience of the Standard Life and Aviva platforms
- Knowledge of Group Personal Pension Plans and Auto Enrolment
- Knowledge of Group Risk Schemes
For this or any other Financial Services opportunities then please contact Jenna Carr on and send your CV to Jenna at Prodigium Group /
To be successful in the role you will have previous experience working within the financial services arena in an Administrative support to financial advisors, Pensions Administrator, or Investment Planner, FS Admin, Investment Admin.