Financial Services Administrator

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

Benefits offered by this job

Bonus scheme

Death in Service

Pension Contributions

25 days holiday

Job summary

Service Service Employment Agency Limited is seeking an experienced Financial Services Administrator to join the Client Services Team. The role is based in a rural location near Norwich and offers a 37.5-hour week with 9am-5pm hours, plus flexible working from home after initial training.

Responsibilities include handling day-to-day administration, adviser support, and client reporting, with opportunities for progression and a competitive benefits package.

Qualifications

• GCSEs including Maths and English at level 4 or above.
• Desirable A Levels or equivalent.
• Minimum of 2 years' experience in a similar role.
• Working towards the Diploma in Financial Planning preferred.

Responsibilities

• Manage day-to-day administration to meet SLAs and KPIs.
• Answer calls, take messages, and handle client queries.
• Prepare adviser meeting materials and client letters.
• Produce portfolio reports and review documents.
• Process pension and investment applications online and on platforms.
• Support adviser appointments and greet visitors.

Skills

Communication skills

Attention to detail

Problem solving

Presentation skills

Administrative skills

Analytical skills

Team working

Patience

Professional email/letter writing

Education

Diploma in Financial Planning

GCSE Maths and English

A Levels (2 subjects)

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