Financial Services Administrator

Recruiter
Atlas Commercial Recruitment
Location
West Malling
Posted
12 Jan 2018
Closes
14 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

We are currently recruiting for a fantastic financial services organisation that is seeking to recruit an experienced Administrator with exposure to Pensions administration join their business.

Duties will include:

  • Maintain an up to date knowledge of company policies and procedures
  • Ensure timely execution of client instructions, cheques, contract notes and policy documents (when applicable)
  • Ensure adherence to company procedures and standards
  • Refer all client complaints and concerns promptly to your manager, the Adviser and the Compliance Officer
  • Communicate with colleagues, clients and product providers in a professional manner
  • Attend regular operations meeting to discuss ongoing work and raise any queries
  • Personal support to the Adviser
  • Diary management
  • Deal with all bespoke Adviser queries and requests
  • Monitor the adviser's opportunities on a weekly basis
  • Prepare meeting packs
  • Act as a point of contact for the client in the adviser's absence and deal with client queries
  • Book all client meetings including annual review meetings
  • Check all client related compliance and AML documents are certified and valid
  • Prepare review packs, obtaining portfolio valuation report from Business Support and send in the post to the client when applicable
  • Submit all forms and letters of instruction to product providers
  • Communicate with product providers to track status of procedures
  • Keep the Adviser and client informed of progress of application through to completion
  • Keep internal system maintained and up to date

Key skills and experience required:

  • Previous experience of the above duties
  • Exposure to Pensions administration would be a distinct advantage
  • Must have come from an FS background providing support to Advisers
  • Must be able to handle a busy workload
  • You must be confident and highly organised
  • Must be able to build and develop relationships
  • Possess outstanding internal and external communication skills (written and verbal)
  • Strong PC skills
  • Experience/knowledge of AML would be an advantage
  • Must a be 'thick skinned', strong character and a self-starter

Apply now for this excellent opportunity.