FINANCIAL SERVICES ADMINISTRATOR (35 HOUR WORKING WEEK)

Recruiter
Swann Financial Consultancy (a Senior Partner Prac
Location
Banbury
Salary
22000.0000
Posted
05 May 2017
Closes
04 Jun 2017
Contract Type
Permanent
Hours
Full Time

FINANCIAL SERVICES ADMINISTRATOR

PERMANENT FULL TIME POSITION (35 HOURS PER WEEK)

SALARY: UP TO £28,000 PER ANNUM INCLUDING BONUS OF UP TO 12% OF SALARY

Are you looking for a fresh new challenge?

Swann Financial Consultancy is an established successful wealth management business based in Banbury, Oxfordshire. As part of their continued growth they are seeking to recruit a professional and experienced Financial Services Administrator to join their team.

This an excellent opportunity for someone looking to develop and progress their career in an environment where on-going training and career development is supported and encouraged.

Swann Financial is a senior partner practice of St James’s Place Wealth Management a FTSE 100 company. Through an extensive network of dedicated advisors, clients entrust in excess of £78bn of investments with St James’s Place and their rapid success borne out of an ethos of offering quality, trusted, face-to-face advice with a commitment to building enduring client relationships.

Job Purpose Statement

  • To contribute to the objectives of the Practice through the provision of administrative support.

  • To provide a first class administration service to our Partners and Advisors.

Role responsibilities:

  • Research and prepare individual client files for submission to Business assurance for approval including critical yield calculations, pension forecast calculations and preparation of the suitability letter and confidential review document.
  • Comply with expected standards for suitability letters and confidential reviews.
  • Work closely with sales staff developing understanding of best practice in administration processes.
  • Prepare meeting support packs for meetings.
  • Prepare valuation reports.
  • Ring clients to arrange appointments when directed by sales team and confirm appointments by letter.
  • Maintain diary system. Filing of paperwork.
  • Build and maintain our client data base through the input of client review data.
  • Ensure all case administration completed including collation of paperwork and business submission. Complete within regulatory timescales (money laundering documentation, Advice Notes, check and complete application forms and illustrations).
  • Liaising with clients and external providers to obtain information required to complete tasks.

Required skills:

  • Solid client facing skills required and from a technical perspective experience of PENSIONS highly advantageous.
  • A working knowledge of Microsoft Office applications and IT literate.
  • Data base and client management.
  • Strong communicator both written & verbally.
  • Strong planning and organizational skills.
  • Ability to prioritize and work to time scales.
  • Ability to work on own initiative making decisions and resolving issues.
  • Ability to build a working rapport with Clients and other members of the Practice.

Additional Information:

Salary up to £25,000 per annum (dependent upon experience).

  • Bonus Scheme paying up to 12% per annum of basic salary.

  • 35 Hour Working Week (with 1 hour for lunch).

  • 5 weeks paid annual leave.

  • Contributory Pension Scheme (employer matching employee contributions up to 3%).

  • Great working environment and offices

  • First Class training | development | opportunities for advancencement


    ** NO EMPLOYMENT AGENCIES PLEASE **