Administrator supporting Financial Advisor
The Role
Our Client is looking for a full time Financial Services Administrator to join their friendly and enthusiastic team in Wiltshire. The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product providers and covering all aspects within the general office administration to ensure a first class service is provided to internal and external parties. Full training will be given.
The Business
Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis on client care and providing a tailored solution. Our client have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this. They have grown consistently over the last few years and are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high levels of customer service.
The key duties
Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries,
Screening phone calls, enquiries and requests, and handling them where appropriate,
Preparation of client review packs,
Processing New Business,
Illustration requests,
Back office support,
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures,
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant,
Keep up to date with financial products and legislation,
Comply with all company and industry guidelines, rules and regulations
Requirements
Previous experience working in a Financial Advice firm is advantageous
The role requires a reliable individual who has the ability to manage and prioritise workloads,
Role holders will be motivated, friendly and professional at all times,
Outstanding communication skills at all levels,
Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy,
Analytical and problem solving skills,
Experience of working as part of a team and able to work remotely with colleagues often in virtual environments such as Microsoft Teams and Zoom
Flexibility/ adaptability to cope with change,
Confident with IT and office software packages (Word, Excel, PowerPoint etc).