Financial Services Administrator

Recruiter
Reed
Location
Portsmouth, UK
Salary
Competitive
Posted
18 Jul 2019
Closes
25 Jul 2019
Ref
1190573053
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Would you like to be a part of a large scale wealth management group that have offices across the UK who provide whole of market financial advise? Being one of the South's leading Wealth Management Advisers & Investment Managers the business has fantastic career opportunities and provides full support towards CII diploma in Financial Planning.

As the financial services administrator you play key part in ensuring a smooth high level of service is received by all clients. You will have regular liaison with Paraplanners and Advisers and be exposed to whole of market financial planning products.

Duties

Update client portfolios and generate valuations when required.

Generate client letters where applicable.

Answer any client/provider telephone queries

Deal with any Adviser queries.

Take client instructions, providing them with details of next steps in process i.e. withdrawal

request.

Create annual review packs including producing the annual review letters.

Provider cash management.

Generate Meeting Packs.

Obtain and provide clients with tax certificates.

Complete Bed & ISA letters

Skills

Previous experience within a financial services administration role

Hardworking attitude

Attention to detail

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