Senior Administrator - Birmingham

Verridian Plc
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

Our client is a National firm with over 200 highly qualified financial advisers throughout the UK and is also completely independent and not tied to any bank, building society, mortgage or pension provider. At their disposal, they have the whole of the marketplace to find the best solutions and strategies to suit their clients needs.

Role Description:

  • Working closely with the Regional Operations Manager on a day to day basis providing support to them in a number of different areas
  • Providing administrative tasks in order to support the Advisers (75%)
  • Providing support to the Regional Operations Manager by assisting in the day-day training & development of the Administration team (25%)
  • Departmental audits and quality checks
  • Actively seek to improve quality & efficiencies across the team, reporting any identified issues to the Regional Operations Manager
  • Adhering at all times to FCA regulations and internal company policies and procedures
  • Maintaining the highest level of support to advisers and clients
  • Acting as a Role Model and Subject Matter Expert (SME) to the Administration Team
  • Sharing experience and knowledge across the team
  • Supporting the team with any technical queries that they may have
  • To provide direct administration support to the advisers when other team members are absent due to holiday or sickness
  • Training all new starters on Company policy, processes and systems to a high standard in accordance with internal policy and procedure, company service standards and FCA guidelines
  • Training existing members of staff on any changes to Company policy, processes or systems to a high standard in accordance with FCA and Company guidelines
  • Organising and delivering refresher training sessions to both individuals and the team in order to address any problems identified by the department audits
  • Providing technical support and guidance where appropriate, referring the more complex issues to the Regional Operations Manager

Required experience:

  • A minimum of 4 years experience in an administration role within the financial services industry, ideally within an IFA
  • Certificate in Financial Planning or an equivalent Financial Services qualification
  • A good knowledge and understanding of a wide range of financial products, including employee benefits products
  • Good knowledge of regulatory requirements
  • Experience of working within defined service standards, policies and procedures
  • A proven track record in delivering excellent client satisfaction
  • Excellent communication and interpersonal skills
  • Excellent accuracy skills and attention to detail
  • Ability to build and develop effective working relationships at all levels
  • Excellent administrative, planning and organisational skills
  • A team player with an adaptable and flexible approach to work to suit business needs and changing priorities
  • Some experience of training on a one to one basis and in a group environment

What is in it for you:

  • Progressive remuneration packages, as well as significant rewards
  • Competitive salary of between £24,000 - £26,000 depending on experience
  • Close to local restaurants & train station

PRS builds close relationships with candidates and clients to fully understand their needs. You can rely on PRS for support at any stage through interview and selection process.

We also recruiting for the following Diploma qualified IFA roles which are currently available: Birmingham, Chester, Glasgow, Bath, Leeds, Manchester, Cardiff, Basingstoke, Cambridge, London, Newcastle