Financial Services Administrator

Recruitment Department
10 Jan 2018
10 Feb 2018
Contract Type
Full Time

Have you got experience working within Financial Planning as an administrator with hands on experience in Retirement Planning and Life Investments? We would like a Financial Services Administrator to join a team of administrators who provide support for Wealth Managers on the outskirts of Leeds. This is a full-time role for an experienced administrator wanting to work Monday - Friday, 9 - 5.30pm.

Financial Services Administrator brief responsibilities:

  • Processing new business applications (pension/investment/protection)
  • Preparing meeting packs
  • Liaising with 3rd party providers
  • Producing valuations on excel
  • Providing analytics plotting fund growth
  • Answering the telephone
  • Dealing with client queries e.g. withdrawals/death of a client/change of address/fund switches/trust documents
  • Drafting client letters and e-mails

Financial Services Administrator Essential Skills:

  • A minimum of 2 years working within the Financial Services sector including relevant work experience
  • IT skills in the use of word, excel, outlook and the internet
  • An understanding of the financial planning process
  • A general knowledge of pensions, investments and protection
  • Positive attitude and strong work ethic
  • Flexible and helpful approach to work
  • A willingness to follow business processes, procedures and work to targets and deadlines
  • The ability to work well under pressure both independently and in a team
  • Achieve agreed outcomes without supervision
  • Accuracy and attention to detail
  • Strong interpersonal and communication skills, both written and verbal
  • Organised with the ability to multitask and prioritise workload effectively

It is important for you to have worked within Financial Planning to be able to carry out this role and therefore we are looking at applications which can demonstrate this experience. If this feels like the perfect Financial Services Administrator role for you and you think you have the qualities and experience we are looking for then please apply now. You will receive an email acknowledging receipt of your application shortly after. Please look out for this.

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