Financial Services Administrator

  • Job Reference: 463
  • Date Posted: 19 June 2020
  • Recruiter: CF30 Consulting Ltd
  • Location: Chorley, Lancashire
  • Salary: £18,000 to £25,000
  • Sector: Administration, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description


Financial Services Administrator

Location:         Chorley

Hours:             Full time, Monday – Friday

Salary:             Dependant on experience and qualifications.

Benefits:          25 days holiday plus Bank Holidays, Pension and Life Assurance

 

Our client is a nationwide financial planning and wealth advisory business which operates from 15 offices across the UK employing 180 staff, including 55 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.

Role Description:

They have a fantastic opportunity to join their expanding team in Chorley as a Financial Services Administrator. The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration to ensure a first class service is provided to other Group offices as well as external parties..

 Specific Responsibilities:

 The key duties of the role are listed below. Due to the nature of the business, the role may also    include additional responsibilities considere d reasonable:

  • Screening phone calls, enquiries and requests, and handling them where appropriate
  • Client correspondence, written and verbal
  • Preparation of client review packs
  • Illustration requests
  • Back office support
  • Ensure that all financial planning client administration is carried out in accordance with the Firm’s procedures
  • Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant

Experience & Skills:

You need to be motivated, friendly and professional at all times. Key requirements are:

  • Previous experience working in a Financial Advice firm is advantageous
  • The role requires a reliable individual who has the ability to manage and prioritise workloads
  • Excellent organisational and multi-tasking abilities are essential
  • Outstanding communication skills at all levels
  • Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy
  • Analytical and problem solving skills
  • Experience of working as part of a team
  • Flexibility/ adaptability to cope with change
  • Confident with IT and office software packages Word, Excel, PowerPoint