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Financial Services Administrator, Canterbury (CR-1340)

£20000 - £24000 plus benefits
£20,000 - £25,000
This role requires an experienced, enthusiastic and focused Administrator to carry out administrative tasks, which assist in the efficient and successful running of a Chartered Independent Financial Adviser’s Practice.  
• Processing applications on behalf of clients once the advisory team have completed the applications. Ensuring the applications are correct
• Submitting applications to providers (usually electronically via platforms) a
• Ensuring they are followed through to completion
• Handling client enquiries
• Pre and post Meeting telephone contact with clients
• Preparation of meeting room and greeting clients who visit, including hospitality duties
• Collect, open and dealing with standard correspondence
• Assisting with preparing Business Files, Client Files and Suitability Letter Reports
• Dealing with post, scanning, photocopying, filing and emails
• Taking telephone enquiries and making appointments for advisers
• Receiving visitors
• Set up new contracts & process applications in line with FCA regulations
• Prepare and send letters of authority and obtaining policy information for research
• Input and update client data and manage daily activities on Enable (internal CRM system)
• Prepare business packs for Advisors
• Upload and submit compliance documentation
• Mail Merges eg ISA allowance letters / transfer letters to clients joining the company
• Other general admin duties as and when required
• Spreadsheets
• Completing Annual Client Reviews, including updating client valuations, inputting risk questionnaires, generating the reports and binding them for presentation, and diarising annual reviews and booking the appointments.
About you
• Candidates with experience of working in an IFA are preferred, particularly those familiar with platforms and back office software, 
• Will consider applicants with good administrative experience from other industries who are willing to learn/study.
• Good communication and bright disposition are essential for this role.  
• The ability to think laterally and anticipate responses should come naturally, as well being able to work well without supervision.  
• Experience of supporting multiple Financial Advisors
• Excellent attention to detail, accuracy and organisational skills (methodical)
• Good excel skills
• Competent typist, who can provide accurate and well-presented correspondence to clients and can achieve good levels of turnaround times.  
• Promoting a professional tone on all client telephone calls and efficient in processing applications on behalf of clients.
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: