Financial Services Administrator, Canterbury (CR-1340)

£20,000 - £25,000

 

This role requires an experienced, enthusiastic and focused Administrator to carry out administrative tasks, which assist in the efficient and successful running of a Chartered Independent Financial Adviser’s Practice.  

 

• Processing applications on behalf of clients once the advisory team have completed the applications. Ensuring the applications are correct

• Submitting applications to providers (usually electronically via platforms) a

• Ensuring they are followed through to completion

• Handling client enquiries

• Pre and post Meeting telephone contact with clients

• Preparation of meeting room and greeting clients who visit, including hospitality duties

• Collect, open and dealing with standard correspondence

• Assisting with preparing Business Files, Client Files and Suitability Letter Reports

• 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

• Mail Merges eg ISA allowance letters / transfer letters to clients joining the company

• Other general admin duties as and when required

• Spreadsheets

• Completing Annual Client Reviews, including updating client valuations, inputting risk questionnaires, generating the reports and binding them for presentation, and diarising annual reviews and booking the appointments.

 

• Candidates with experience of working in an IFA are preferred, particularly those familiar with platforms and back office software, 

• Will consider applicants with good administrative experience from other industries who are willing to learn/study.

• Good communication and bright disposition are essential for this role.  

• The ability to think laterally and anticipate responses should come naturally, as well being able to work well without supervision.  

• Experience of supporting multiple Financial Advisors

• Excellent attention to detail, accuracy and organisational skills (methodical)

• Good excel skills

• Competent typist, who can provide accurate and well-presented correspondence to clients and can achieve good levels of turnaround times.  

• Promoting a professional tone on all client telephone calls and efficient in processing applications on behalf of clients.