FINANCIAL SERVICES ADMINISTRATOR
Clark James Recruitment are working with a highly professional firm of Independent Financial Advisors based in Penn, Bucks.
Our client are looking to recruit an experienced Financial Services Administrator to join their team in Penn.
Must have previous experience working for a Financial Adviser.
Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
An understanding of FCA regulations and guidelines relating to financial services clients
Willingness to continue to develop knowledge of products and related issues through formal and informal learning
Good communication skills (written and verbal) that are effective and meet business needs
Ability to prioritise and organise own workload
Ability to work under pressure and to deadlines
IT skills commensurate with computer packages used in this industry and a knowledge of Intelligent Office would be beneficial • Accuracy of work and attention to detail Key Responsibilities
New business submission and tracking to conclusion
Day to day client management, processing any queries which may arise
Processing Investment trades, Fund switches and Contribution/Income requests and adjustments
Liaising with clients, product providers and other relevant third parties
Ensure back offices systems are kept up to date including client and provider data
Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system
Obtaining illustrations and supporting literature
Supporting the Financial Planners in research and analysis to meet Client needs and objectives
Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA Benefits.
Competitive salary to £30,000
25 days holiday
Company Pension Scheme
Group Life insurance
To apply for this position please forward your most recent cv to firstname.lastname@example.org
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