Financial Services Administrator — Client & Data Support

Lync Wealth Management Ltd; Altrincham; Ibrido; GBP 26.000 - 32.000; Tempo pieno

Descrizione del lavoro

Lync Wealth Management Ltd is seeking an experienced Financial Services Administrator to join our support team, providing pre and post-sales support to Financial Advisers and ensuring client documentation is processed accurately within required time scales.

You will bridge advisers, providers and clients, handle data and compliance tasks, and support ongoing client relationships while growing within a friendly, inclusive team.

Competenze

• Strong Microsoft Office skills - Word, Excel & PowerPoint
• Excellent communication skills, both written and verbal
• A good level of industry experience in Financial Services

Mansioni

• Prepare client correspondence including letters and emails
• Obtain accurate policy information, including valuations and preparation of data for client meetings
• Prepare simple review letters, advice reports and calculations for approval by the Financial Adviser and preparation of accompanying documentation
• Use research tools such as Defaqto to produce reports for Financial Advisers
• Excellent communication when dealing with client queries to ensure a consistent standard of service in either verbal or written correspondence
• Recording, updating & maintaining client data accurately on client management systems including Intelligent Office and Excel MI reporting
• Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions
• General admin duties as required, scanning post, dealing with outgoing post, ad hoc client projects
• Manage the provider application process from submission to completion, maintaining communication with all parties
• Complete any general tasks as requested by line manager and follow through to completion dealing with any queries that arise
• Keep knowledge of procedures up to date, by reading all updates & notifications issued
• Demonstrate the ability to identify and analyse problems, think critically & propose practical solutions
• Provide cover and support to other members of the team during sickness and holidays where deemed necessary
• Oversee client servicing and disengagement process in timely, compliant manner
• Possess strong organisation skills to manage multiple tasks and priorities effectively

Conoscenze

MS Office

Communication skills

Financial services experience

Strumenti

Intelligent Office

Excel reporting

Descrizione del lavoro

Lync Wealth Management Ltd is seeking an experienced Financial Services Administrator to join our support team, providing pre and post-sales support to Financial Advisers and ensuring client documentation is processed accurately within required time scales.

You will bridge advisers, providers and clients, handle data and compliance tasks, and support ongoing client relationships while growing within a friendly, inclusive team.