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Financial Services Administrator

Full Time - Permanent
£18,500 - £23,500

Financial Services Administrator

Our client, a highly successful Wealth Management company, are seeking a Financial Services Administrator to work across both of their offices in Frodsham and Leigh. The successful candidate must be able to work in both offices each week supporting 3 Wealth Managers and must come from an IFA wealth management background (2 years experience).

You will have knowledge across investments, pensions and protection/life cover (tax or trust exposure a significant bonus). The role would suit a progressive, ambitious admin support individual looking to develop in a highly regarded, market leading advisory business. If you have experience of Salesforce that would be a bonus.

 

The Financial Services Administrator role/ responsibilities

  • To provide essential admin support in all aspects of client service and development
  • To assist in the creation of client documentation
  • Management of initial and ongoing information gathering to construct formal advice documentation
  • Production of advice reports and responsible for the quality of documentation as per Business Assurance standards
  • Input/update CFR data on system
  • To liaise with the Adviser & Client as appropriate to fill any information gaps
  • Support the Advisor to ensure the end to end business process is adhered to and tracked efficiently in line with Advisor and regulatory standards
  • Oversee and manage the submission of all client applications/advice sets.
  • To ensure all relevant information required for writing the client report is available
  • To assist in the preparation of client meeting documents
  • To provide guidance in problem solving
  • To liaise with Clients
  • To be the first point of contact
  • To follow up emails and see tasks through to completion

The Financial Services Administrator person/requirements

  • Experience of working within financial services
  • Comfortable with templated Suitability Letters (training will be given)
  • Thorough understanding of financial products and advice
  • To work alongside colleagues to carry out tasks in all aspects if client service and development and submit business as requested.
  • To provide factual information when required and communicate this information both verbally and in writing as requested.
  • To embrace an analytical, accurate and logical approach to your work
  • To demonstrate naturally strong interpersonal skills
  • To communicate effectively and convincingly

 

Salary & Benefits for Financial Services Administrator

Salary: £18,500 – £23,500 dependent on experience

Quarterly bonus scheme based on profitability of the business

Holidays: 20 + Bank Holidays

Company pension

 

Courtney Recruitment recruit for all levels within the office environment from front of house through to senior management, across a wide range of sectors.

You can apply for our jobs with confidence, we are experienced recruiters, a regulated employment agency, registered with the Institute of Recruiters and the Data Protection Controller.

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