Financial Services Administrator

My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional.

My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being.

My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services.

You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients.

Requirements

• Great organisational skills - ability to prioritise and manage own workload
• Experience in Financial Services, working in a similar role
• Ideally holding or working towards professional qualifications
• Good communication skills, able to deal with clients, support colleagues and challenge providers
• Knowledge on anti-money laundering, TCF and compliance procedures
• IT skills and use or Intelligent office or similar

Responsibilities:

• The preparation of New Business files
• The submission of new business applications
• Ongoing management of existing client bank - including preparing portfolio reports/client review documents
• Client change of agency and information gathering
• Client support, processing trades and answering client queries
• Liaising with advisers and paraplanners throughout the process
• Updating the back office system and keeping files and records up to date
• PA work - managing advisers diary, booking client appointments and deal with adviser emails.
• General office admin - scanning, answering the telephone, processing post

What my client can offer you

• Competitive Salary with KPI based bonus scheme
• Career progression opportunities
• Family run business environment

Benefits

My client provides support with R0 exams both financially and in terms of study support

28 days holiday + BH

My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home.

Pension