Financial Services Administrator

Location
Maidstone, Kent
Salary
£21,000 - £23,000 DOE
Posted
12 Jan 2018
Closes
02 Feb 2018
Ref
3074
Contract Type
Permanent
Hours
Full Time

Financial Services Administrator

Reports to: The Branch Manager

Location: Maidstone

Hours: Full time position 8.45 a.m. – 5.15. p.m.

Salary Band: £21,000 - £23,000 depending on experience

Role purpose:

To provide administration support for Chartered Financial Advisers. The role will include processing applications, servicing clients and supporting IFAs.

Key Responsibilities:

  • 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
  • Other general admin duties as and when required

Annual Client Reviews

  • Updating client valuations.
  • Inputting risk questionnaires.
  • Generating client reports and binding them for presentation.
  • Diarising annual reviews and making appointments.

Qualifications and Skills:

  • Minimum of 12 months recent Administration experience within Financial services
  • Experience of Fact Find and Risk profiles would be advantageous.
  • R01, FA1, FA2 Qualified, or looking to qualify
  • Excellent attention to detail, accuracy and organisational skills
  • Good telephone manner
  • Good excel skills

Personal Characteristics:

  • Motivated
  • Able to use initiative
  • Willing to learn
  • Team player

Interpersonnel is acting as a recruitment consultancy. Interpersonnel are equal opportunity employers. We are pleased to receive a significant number of applications for most roles advertised. We are therefore unable to respond to individual applicants unless shortlisted. If you have not been contacted within four weeks of the closing date you should assume you have not been shortlisted on this occasion.

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