Financial Services Administrator

Recruiter
Additional Resources Ltd
Location
Nottingham
Posted
11 Jan 2018
Closes
10 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Financial Services Administrator

Nottingham

Salary negotiable depending on experience.

My client a growing, young and dynamic Financial Planning Firm in Nottingham is looking for a Financial Services Administrator.

You must have at least experience in a Financial company as you will need to come in and hit the ground running. Must be a team player who is reliable, hard working with a ?Can do? attitude.

MUST HAVE PENSIONS EXPERIENCE WITHIN A FINCNACIAL SERVICES ORGANSATION.

Job Spec:

Process and monitor new and existing business cases.
Liaise with clients and providers during progress of applications and ad-hoc enquiries -producing/sending letters & via phone calls/emails.
Use back office system daily to prioritise and manage workload and monitor ongoing & new cases.
Use back office system to set fee expectations and monitor suspense account.
Use suitability report templates to write basic advice reports.
Prepare compliance packs for Advisers/Intrinsic pre-approval - checking cases before submitting for pre-approval.
Print and prepare application forms, report & illustrations for Advisers for sign-up meeting.
Use Provider Platforms to process and monitor new business.
Write up annual client reviews submitted by advisers.
Provider Commission Reconciliation and Queries Management.
Provide general ad-hoc support to advisers and paraplanners as required.
General Office & administration (Post, stationery ordering, phone calls, visitor reception, setting meetings & appointments).

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003
This job was originally posted as www.jobsite.co.uk/job/959919775