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Financial Services Administrator (BW-2040)

£22000 - £23000 + discretionary bonus + benefits!
Financial Services Administrator
Bath / Cheltenham / Chelmsford / Mansfield
£22,000 - £23,000 + discretionary bonus +  benefits!
A great opportunity if you are looking to begin your career within Financial Services, or if you’re looking for a change in direction from your current job role.  Good administration skills are a prerequisite, and amazing communication skills is a must!  
Full training will be provided and this is an office-based role
Financial Services Administrator - The Role
To provide day-to-day administration support to the Operations team in order to provide clients with excellent client service, including but not limited to:
  • Prepare and package financial planning reports for the Financial Planners and their clients
  • Preparation of transactional client letters, such as letters of authority, change of address and client disengagement letters
  • Liaise with product providers to obtain fees and charges on specific products
  • Obtain and assist with the completion of application/instruction forms and fact finds
  • Obtain policy information, documents, fact-sheets, illustrations, and product comparison quotes through appropriate sources
  • Uploading plan statements and other documents to client records following agreed naming conventions
  • Maintain accurate client information and record client interaction on the back-office system
  • Assist with the on-boarding process of new clients
  • Assist with the annual review process of existing clients
  • Any additional ad-hoc requests and support on company projects as and when required
  • Build strong working relationships with all colleagues across the business
  • Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met
  • Undertake project work and additional duties as and when required
  • Treat all data with complete confidentiality and take reasonable steps to protect this
  • Maintain client records and update client information on back office systems to keep an effective audit trail
  • Assist with the onboarding process of new clients
  • Assist with the annual review process of existing clients
About you:
  • Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools
  • Previous experience in an administration role highly advantageous
  • Desire to deliver exceptional service at all times and strong focused approach to achieving the best outcome for the client and the business
  • Ability to consistently deliver within service standards
  • Excellent organisational skills, flexible and proactive approach to getting the job done
  • Strong interpersonal skills, both written and verbal communication
  • Accuracy and attention to detail to balance demands of role
  • Desire to learn and build skills and ability through a Personal Development Plan
  • Knowledge of Financial Services industry would be great, though not essential
  • Organised and efficient, self-motivated and works consistently with little supervision
  • Personable and polite with the ability to interact and build rapport with all people 
  • 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
  • Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
  • Group Life Assurance and Pension Scheme
  • Private medical Insurance
  • Group Income Protection
Bath / Chelmsford / Cheltenham / Mansfield
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: