Senior Financial Services Administrator
We are looking for a Senior Financial Services Administrator (Client Delivery Lead) to join our growing team. You will ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.
You will work from our Market Harborough office, but with the flexibility for hybrid working, and will have full IFA experience to hit the ground running following initial process training.
Key Accountabilities Include
- Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
- Compliance: performing relevant anti money laundering checks and checking compliance documentation is completed. New Business Submission: use client database to track new business and current position, updating planner accordingly.
Person Specification
Knowledge
- Must have excellent understanding of the financial planning process. Must have excellent communication skills and telephone manner
Experience
Substantial experience in an IFA Financial Services Administration RoleSkills / Personal Attributes
- Proficient IT skills, spread sheet and database knowledge
- Excellent planning and effective organisational skills
- A team player who acts with honesty and integrity at all times Forward thinking with a methodological approach to work
What’s in it for you?
- 28 days holiday, plus bank holidays
- Flexible hybrid working
- 2:15pm early finish on Fridays
- Birthday day off
- Income protection for up to 5 years
- MediCash online discounts and cashback plus 24-hour access to a GP
- 4x salary death in service
- 5% matched pension contributions
- Access to the Radiant Academy (to support future career aspirations).