KPI Recruiting
£20500 - £21500/annum
18 Jun 2017
18 Jul 2017
Contract Type
Full Time

To provide an efficient administration service for Financial Advisers. To assist the Advisers in the procurement and processing of new business and the servicing of existing clients, adhering to strict FCA regulations and internal policy and procedure.

You will be supporting between 1 and 4 Independent Financial Advisers, dependent upon your experience and the Advisers business production.
The key functions of the role are to deliver an efficient and effective support service to the Advisers, while providing an excellent service to the client.
You will need to be an excellent team member with a flexible approach to work to suit business needs and changing priorities.


• Business processing
To produce the all relevant paperwork for the client, on behalf of the Advisers, including, quotations, illustrations and valuations.
To process all new business documentation in accordance with the agreed service and quality standards.

• Client Service
To deal with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.
To ensure that the information on the database is accurate and up to date.

• Communication
To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser and the clients.


• Educated to GCSE / O-level or equivalent standard, to include Maths and English
• 2 years office based administration experience with a focus on customer service, preferably within the Financial Services industry
• Recognised qualifications / proven IT skills
• Accurate keyboarding skills
• Excellent communication skills, both oral and written
• Strong interpersonal skills
• Experience of working to targeted service standards
• Proven track record in delivering customer satisfaction
• Knowledge of regulatory requirements is desirable
• Ability to organise and prioritise workload
• Adaptable / flexible approach to work within a changing environment
• Strong team player
• Ability to build professional relationships at all levels


Monday - Friday
9am - 5pm