Financial Services Administrator - Salisbury

Objective People
Salisbury, UK
16 Aug 2019
08 Sep 2019
Contract Type
Full Time
Financial Services Administrator, Salisbury, £18,000-£19,000

Job Purpose/Summary:

Service Executives work as part of a team responsible for administering products and services in line with product Terms & Conditions, and in accordance with company policies and procedures, and relevant regulatory requirements.

Each team completes processes for a specialist area of administration depending on the operational department the team resides in.

Main Accountabilities/Purpose

Service Accountabilities
  • Working in a professional manner and producing work of the highest standard.
  • Developing good working relationships with all investors, advisors, third parties and internal teams. Dealing with all queries by telephone, email, and letter as appropriate.
  • Administer work generated by investors, advisers and internal instructions within agreed service levels.
  • Provide good customer service, taking ownership of work, any issues arising, fixing them promptly and escalating when appropriate.
  • Go the extra mile; be an advocate for the investor.
  • When processing use clear, concise communication (verbal & written) that is appropriate for the audience, ensuring relevant products, services and charges are explained.
  • Accurately updating systems to reflect work received or carried out ensuring investor records are maintained.
  • Work efficiently in an organised manner.
  • Highlight process improvement ideas to your line manager.

Job Dimension/Scope:
  • The post holder is responsible for managing relationships with our Advisers and Investors and resolving service issues that have been escalated.
  • Reporting to a Team Manager and working within a department varying in size from 20 - 40 people. The post holder, in addition to maintaining and building relationships with investors and advisers will analyse service levels to enhance our Investor Outcomes.
  • This role requires enhanced vetting as per the Referencing and Staff Vetting Policy.

Demonstrate Our Values:
  • Thinking Investor
  • Working as a Team
  • Doing the right Thing
  • Taking Responsibility

Demonstrate Our Behaviours:
  • Confident: assured, calm, sure of yourself, assertive, positive, self-reliant, independent and resourceful
  • Professional: competent, expert, specialist, qualified, proficient, skilled, trained, licensed
  • Progressive: enlightened, advanced, innovative, "thinking outside the box", challenging minds, continuous improvement
  • Engaging: participating, involving, likeable, rational, and empathetic

Job knowledge, skills, qualifications and experience required:

You will display the following attributes:
  • Willingness to try new things and embrace change
  • Reliable and punctual
  • Strong organisation skills and capacity to multi task
  • Strong communication skills with the ability to articulate complex information
  • Positive and Professional attitude
  • Problem solver
  • Demonstrate initiative

  • Good numerical skills, with an eye for detail.
  • A flexible attitude with a willingness to go the extra mile.
  • A team player but able to work independently using your initiative.
  • Good analytical and problem solving skills.
  • Ability to work independently and use initiative
  • Excellent time management and the ability to work to deadlines.
  • Computer literate, good Microsoft Office knowledge.
  • Educated to GCSE level with Maths and English grade C or above.

  • Knowledge of the SIPP, Pension, other non SIP investments (such as ISA or GIA) and the Financial Services market.

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