Our client is a well-established Financial Services business based in the East Midlands. The company seek an Administrator to join the firm, where you will get a competitive salary, employee benefits and the opportunity to further develop your career within the Financial Planning industry.
You will undertake the following tasks:
Provide client valuations on request
Export IT data from one system to another and assist with mail merges
Take individual projects from consultants and work independently on them
General filing and post duties
Maintain accurate client information on the system (Back Office system and websites).
Produce correspondence to clients in an efficient and professional manner
New business process – Online submissions.
Liaise with consultant and paraplanners and provide administrative support for their roles
Risk Profilers
Reception duties –Answering Calls
Maintain a full and efficient diary system whilst monitor own workflow and prioritisation of outstanding work.
Fully and accurately recording telephone conversations and maintain spreadsheet records
Administration duties e.g. photocopying, post, maintain paper and electronic filing systems
Maintain an understanding of current financial planning legislation
Ensure compliance with HMRC, legislative and internal procedures as well as FCA regulations, Anti Money Laundering requirements, TCF and Data Protection issues
Communicating with clients, financial advisors, solicitors, accountants, H M Revenue & Customs, fund managers, insurance companies and other professional connections by letter, telephone, e-mail and fax.
About you:
IT literate
Good personal organisational skills with the ability to prioritise your own workload
IFA Administrator, Leicester (JR-1772)
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