Financial Services Administrator (BW-2040)

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 clientsPreparation of transactional client letters, such as letters of authority, change of address and client disengagement lettersLiaise with product providers to obtain fees and charges on specific productsObtain and assist with the completion of application/instruction forms and fact findsObtain policy information, documents, fact-sheets, illustrations, and product comparison quotes through appropriate sourcesUploading plan statements and other documents to client records following agreed naming conventionsMaintain accurate client information and record client interaction on the back-office systemAssist with the on-boarding process of new clientsAssist with the annual review process of existing clientsAny additional ad-hoc requests and support on company projects as and when requiredBuild strong working relationships with all colleagues across the businessProvide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are metUndertake project work and additional duties as and when requiredTreat all data with complete confidentiality and take reasonable steps to protect thisMaintain client records and update client information on back office systems to keep an effective audit trailAssist with the onboarding process of new clientsAssist 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 toolsPrevious experience in an administration role highly advantageousDesire to deliver exceptional service at all times and strong focused approach to achieving the best outcome for the client and the businessAbility to consistently deliver within service standardsExcellent organisational skills, flexible and proactive approach to getting the job doneStrong interpersonal skills, both written and verbal communicationAccuracy and attention to detail to balance demands of roleDesire to learn and build skills and ability through a Personal Development PlanKnowledge of Financial Services industry would be great, though not essentialOrganised and efficient, self-motivated and works consistently with little supervisionPersonable 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 daysHoliday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per yearGroup Life Assurance and Pension SchemePrivate medical InsuranceGroup Income Protection Location:
Clever-HR is a forward-thinking Recruitment Consultancy that provides a bespoke service to our clients within Wealth Management.Our consultants will work with you to attract key personnel into your business.Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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