Financial Services Administrator

Pier Recruitment
Hove, UK
18 Sep 2019
28 Sep 2019
Contract Type
Full Time
Financial Services Administrator
Location: Hove
Rate: £20K+ D.O.E

Do you have proven experience working within an IFA or Wealth Management and an FCA regulated environment? Are you a confident administrator and want to work for a financial services company that offers a friendly working environment and fantastic benefits?

Your responsibilities will include:
* Administrative support to the financial advisors and paraplanners
* Updating and inputting information on the company's back-office system
* Communicating with clients and other contacts via phone and email
* Supporting the management of adviser's portfolios
* Manage client reviews
* Create client reports
* Review products available to meeting client needs and make appropriate recommendation
* Ensure compliance following the FCA regulations
* Formatting and preparing letters

You must have the following:
* A proven background within a regulated environment, ideally financial services or insurance
* Strong administration experience
* The ability to build excellent client and colleague relationships
* Attention to detail
* Highly organised
* Knowledge of Intelligent office (desirable not essential)
* Professional and self-motivated

For more information on the role please contact Olivia Irving on are apply now!

Pier Recruitment does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.

Pier Recruitment acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

If your application is successful a consultant will be in contact with you within the next 2 working days. If you do not hear within 7 days please call the office as we always wish to provide 100% customer service.

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