Corporate Administrator - Financial Services

An exciting opportunity for an enthusiastic Administrator has arisen to join a highly reputable and progressive Financial Services firm in Maidstone that are now expanding. The role of Corporate Administrator will involve working within a busy team supporting IFA's and their clients.
This role is ideal for a candidate with c 2-3 years experience in a similar role within an IFA firm or the Financial Services industry and will mainly involve all aspects of administration for the IFA teams and their clients.
Responsibilities will include:
*Booking and confirming client appointments
*Preparing and issuing clients annual portfolio reports
*Preparing client files and joiner packs for meetings
*Managing annual reviews
*Processing new business
*Rebroking existing schemes
*Administering and servicing schemes and individual members
*Assisting with marketing
Key attributes required:
*Good financial services industry experience and knowledge of products, providers and platform solutions - minimum of 3 years administration experience in a similar role
*Excellent organisation and communication skills
*Effective relationship building, delivering efficient client services
*Effective time management, prioritising and proactive responsibility for own workload in accordance with the published procedures
*Team player, accepting a shared responsibility for colleagues/ workloads, to ensure that workload imbalances are managed effectively and do not impact negatively on customer service
*Reporting consistently and accurately
*Excellent attention to detail and accuracy
*Ability to take initiative, problem solve and develop solutions
*Good IT skills - Excel experience required
*Compliance and regulatory awareness
*Experience of Auto-enrolement
If you feel you have the required experience to be considered for this role, please send us your CV asap. All CV's will be reviewed with 2 working days and short-listed candidates responded to within that time-frame