Client Financial Services Administrator

IPS Invest
Wrexham, North Wales
£22000 - £24000/annum
10 Jun 2017
10 Jul 2017
Contract Type
Part Time
Client Financial Services Administrator

Where the little details matter…

Superb opportunities for two highly driven professionals with proven experience gained in financial services office administration, to join the quality focused support team in newly created roles at IPS Invest. If you have superior communication and organisational skills and would thrive taking ownership of a high level administrative workload as part of a small hands on team, then don’t miss out on this exciting career opportunity.

Who will I be working with?

IPS Invest is a wealth management broker that has flourished with the founders’ 50 plus years of investment experience. The company specialises in property and property backed investments, and IPS Invest believe that, with the right approach, investing in property provides a clear path to financial security. Services include introducing clients for regulated advice relating to pensions and ISAs, and promoting buy to let investment properties. Customers range from individuals who seek a small pension plan, to high net worth clients wanting to develop a large investment portfolio.

The experienced and dedicated workforce of 12 personnel are passionate about property and focused on providing a high quality service to clients. The culture is one that encourages team members to take ownership of their workload with success recognised, and welcomes business involvement to aid the continued business success. Flexibility with working hours is available.

So, what will the role of Client Financial Services Administrator entail?

As a Client Financial Services Administrator you’ll work as part of a busy support team providing a comprehensive administrative service, ensuring high service standards are maintained and processes further developed for efficiency. Your responsibilities and duties will include, although not be limited to;

• Reviewing client documentation with a high level of attention to detail to ensure accuracy and compliance, and identify further commercial opportunities
• Processing paperwork for the Sales Team and inputting data onto the system
• Ensuring all records remain up to date
• Contacting clients and external parties to gather outstanding information
• Liaising with external parties and colleagues both in the office and in the field
• Answering phone calls and resolving queries
• Reviewing and developing administrative processes

What will I need to be considered for this Client Financial Services Administrator role?

• Proven experience working in a busy administration role within the financial services sector, i.e. pensions, investments, mortgages or insurance
• High level of attention to detail
• Excellent communication and interpersonal skills
• Confidence with the ability to manage high level professional relationships
• Proactive approach to work with the ability to use own initiative and problem solve effectively
• Excellent time management and organisational skills, with the ability to meet strict deadlines under pressure
• IT literacy with good knowledge of Microsoft Word and Excel
• Timely and accurate typing and data entry skills

What will I receive in return?

Your high standards and productivity will be recognised and you will have the opportunity to develop your skills and knowledge further, and progress your career as the company continues to expand.

Salary: In the region of £22,000 – £24,000, level dependent on experience

Hours of Work: Roles available with full and part time hours (to be discussed at interview)

Contract Type: Permanent

Location: Wrexham Industrial Estate, Wrexham (North Wales)

All applications to be submitted online, and strictly no agency calls or CV submissions.

This Client Financial Services Administrator vacancy is advertised by JVP Jobs on behalf of the employer IPS Invest. At JVP Jobs we believe in providing complete transparency for you the job seeker to help you make informed decisions. By applying for this role you are submitting your CV directly to our above named client. Please note that we DO NOT operate as a recruitment agency, all applications will be reviewed directly by the employer IPS Invest, and should they wish to progress your application further they will be in contact with you.

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