A great opportunity if you are looking to begin your career within Financial Services, or if you’re looking for a change in direction from your current job role. Good administration skills are a prerequisite, and amazing communication skills is a must!
Full training will be provided and this is an office-based role
The Role
To provide day-to-day administration support to the Operations team in order to provide clients with excellent client service, including but not limited to:
Prepare and package financial planning reports for the Financial Planners and their clients
Preparation of transactional client letters, such as letters of authority, change of address and client disengagement letters
Liaise with product providers to obtain fees and charges on specific products
Obtain and assist with the completion of application/instruction forms and fact finds
Obtain policy information, documents, fact-sheets, illustrations, and product comparison quotes through appropriate sources
Uploading plan statements and other documents to client records following agreed naming conventions
Maintain accurate client information and record client interaction on the back-office system
Assist with the on-boarding process of new clients
Assist with the annual review process of existing clients
Any additional ad-hoc requests and support on company projects as and when required
Build strong working relationships with all colleagues across the business
Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met
Undertake project work and additional duties as and when required
Treat all data with complete confidentiality and take reasonable steps to protect this
Maintain client records and update client information on back office systems to keep an effective audit trail
About you:
Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools
Previous experience in an administration role highly advantageous
Desire to deliver exceptional service at all times and strong focused approach to achieving the best outcome for the client and the business
Ability to consistently deliver within service standards
Excellent organisational skills, flexible and proactive approach to getting the job done
Strong interpersonal skills, both written and verbal communication
Accuracy and attention to detail to balance demands of role
Desire to learn and build skills and ability through a Personal Development Plan
Knowledge of Financial Services industry would be great, though not essential
Organised and efficient, self-motivated and works consistently with little supervision
Personable and polite with the ability to interact and build rapport with all people
Benefits:
25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
Financial Services Administrator, Mansfield (CR-1875)
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