• Paul Hulance

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.


Role/Candidate

  • 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.

Package

  • Competitive salary to £30,000

  • 25 days holiday

  • Company Pension Scheme

  • Group Life insurance

  • Cash plan

To apply for this position please forward your most recent cv to justin.preston@clarkjames.co.uk



Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

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