Financial Services Administrator

Service Service Employment Agency Limited; Costessey; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Bonus scheme

Pension contributions

25 days holiday

Job summary

Service Service Employment Agency Limited seeks an experienced Financial Services Administrator for a busy Client Services Team. The role blends office-based duties with up to two days of home working after training, totaling 37.5 hours per week.

Responsibilities include administering post and client records, supporting advisers with plans and illustrations, and handling online pension/investment applications. A Diploma in Financial Planning or willingness to study is preferred.

Qualifications

• Essential GCSE or equivalent – Maths and English level 4 or above.
• Desirable A Levels – 2 subjects C or above or equivalent.
• Minimum of 2 years' experience in a similar administrative role.

Responsibilities

• Provide day-to-day administration to meet Service Level Agreements and KPIs.
• Handle day-to-day post routines: scanning, filing, franking and posting.
• Answer calls, take messages, handle client queries and maintain client records.
• Support advisers: prepare plan information, client letters and illustrations.
• Produce and distribute portfolio reports and review documents.
• Process online pension and investment applications and platform trades.

Education

GCSE including Maths & English

Diploma in Financial Planning (preferred)

Tools

Task management system

Back-office system

Investment platforms

Job description

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.

My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team.

Working hours - Monday to Friday - initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).

Total Hours per week-37.5 hours

Main Responsibilities

Summary of Role

You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.

Handle day to day post routines including: -

• Scanning and filing relevant post
• Franking and preparing post out

General Office Duties including: -

• Answering calls and taking messages
• Dealing with client queries
• Updating 'task' management system
• Updating my clients back-office system
• Welcoming visitors, making refreshments
• Managing adviser's appointments

Adviser Support including: -

• Requesting and collating plan information
• Assisting in client meeting preparation
• Preparing client letters and illustrations
• Liaising with clients and providers

Ongoing Client Reporting and Review Documentation including: -

• Producing and sending portfolio reports to clients
• Preparing review documents for adviser
• Preparing fund performance information

Trading and New Business Processing including: -

• On-line submission of pension and investment applications
• Buying and selling trades on Investment Platforms
• Submitting client's income requirements
• Fund switch trading on investment platforms
• Checking completion of all trades
• Medical underwriting applications with clients for life cover

Professional Qualifications:

You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies.

Qualification Requirement

• Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
• Desirable - A Levels - 2 subjects C or above or equivalent

Minimum Experience

The ideal candidate will need a minimum of 2 years' experience within a similar role.

Desired skills and personal qualities

• Communication skills
• Attention to detail
• Problem solving skills
• Presentation skills
• Administrative skills
• Analytical skills
• Team working
• Patience
• Professional email/letter writing

Benefits:-

• A competitive Salary of £25,000 to £35,000 (dependent on experience and qualifications)
• Bonus scheme
• Death in Service
• Pension Contributions
• 25 days holiday