Financial Services Administrator - Salisbury

Recruiter
Objective People
Location
Salisbury, UK
Salary
Competitive
Posted
16 Aug 2019
Closes
08 Sep 2019
Ref
1236860987
Sector
Accountancy
Contract Type
Permanent
Hours
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

Essential
  • 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.

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

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