My great Client a wonderful Financial Services Team in Buckinghamshire is actively looking to recruit a SKILLED FINANCIAL SERVICES ADMINISTRATOR OFFICE BASED.IT IS A PERMANENT ONLY FINANCIAL SERVICES ADMINISTATOR.
You will need to be skilled within the IFA Financial Services Administration skills linked to both pensions and Investments and the ability to support the Advisors, Paraplanners and also the Clients on doing the Administrative which you MUST BE SKILLED AT.
Key Responsibilities :-
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New business submission and tracking to conclusion
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Day to day client management, processing any queries which may arise
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Processing investment trades, fund switches, and contribution/income requests
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Liaising with clients, product providers, and other relevant third parties
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Ensure the back office systems (intelligent Office and Volume) are kept up to date
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Issue letters of authority, chase for policy information, build schedules, and add existing policies to the back office systems
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Processing Adviser income via Intelligent Office
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Obtaining illustrations and supporting literature
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Supporting the Advisers in research and analysis to meet the Client needs and objectives
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Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA. To implement and maintain procedures in accordance with FCA
regulations.
If you are skilled, these are the Benefits
Salary dependent on experience
25 days holiday per annum
Health Cash Plan
Group Personal Pension
Group Life Assurance
This is a good opportunity FOR A SKILLED FINANICAL SERVICES ADMINISTRATOR (LINKED TO INVESTMENT AND PENSIONS) WHO WILL DO OFFICE BASE DAILY LINKED TO 9AM TO 5PM OR IT COULD BE 8.30 TO 4.30 MAYBE.