Financial Services Administrator

Connections Employment
10 Feb 2018
15 Feb 2018
Contract Type
Full Time

A very well-established, Altrincham based wealth management company are looking to recruit a highly skilled Administrator with proven experience within Financial Services to join their successful team.

Main Responsibilities

  • Ensure that all financial planning client administration is carried out in accordance with company procedures.
  • Produces appropriate written correspondence to providers and clients.
  • Liaises with product providers to gain specific information including policy valuations and illustrations.
  • Maintains client information accurately on all financial planning software.
  • Maintains client and Firm's files in a well presented, accurate and compliant manner.
  • Liaises with clients, fee earners and Paraplanners involved in transactions as required.
  • Researches and analyses data for Paraplanners and fee earners.
  • Establishes good working relationships with colleagues and clients and provides a level of service that meets or exceeds expectations.
  • Communicates workload with line manager.
  • Keeps technically up to date with changes in the relevant legislation.
  • Adheres to Firm's risk management policies - compliance & complaint handling.
  • Carries out any other duties to meet with the needs of the business
  • Dealing with commission/adviser fee queries.
  • Online submissions of life, pension and investment products.
  • Working to deadlines.
  • Processing investment sales/purchases ensuring the database and clients are kept up to date and seeing transactions through to completion.
  • Preparing data/figures for production meetings.

HOURS: - 8.30 - 4.30

To apply: Forward your CV following the apply link in either Word or PDF format

Please Note: due to the volume of applications being received we can only respond to those offering the relevant experience as outlined in the advert.

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