Financial Services Administrator - Hybrid

New
  • Location
    Lincoln, Lincolnshire
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
    Permanent
  • Salary
    £26,000.00/Year
  • OrganizationType
    Office

We are recruiting for a superb client for a Financial Services Administrator and once your training is complete this can be a hybrid role working in the office 2 days in Lincoln and then three from home, my client can offer flexible hours to allow for a work life balance, you will be working 37.5 hours per week around 8.30am - 5pm although as mentioned there is some flexibility on those hours



As the Financial Services Administrator you would be responsible for the following


Comply at all times with the firm's compliance, complaints and data security policies and procedures


To ensure that the firm's clients are treated fairly at all times


Maintain positive working relationship with others, both internally and externally


Ability to develop a work schedule and make clear and timely decisions


To anticipate, understand and respond to the needs of the Financial Planner and the clients, and to meet or exceed their expectations


Follow direction well, work cooperatively and effectively with others to set goals and resolve problems


High level of confidentiality and discretion at all times


Attend training to develop relevant knowledge and skills



Additional responsibility as the Financial Services Administrator include the following


To deal with telephone and email enquiries in a timely manner on a day-to-day basis


Handling incoming post, filing to our electronic system and also organising and sending outgoing post


Create, maintain and update client information and records on our database system (IRESS)


Use of the database to record work in progress at all times and good use of notetaking to update tracking activities


Managing the Financial Planner's diary by scheduling client appointments and internal meetings


Assisting the Financial Planner with the servicing demands of each client


Liaising with the Paraplanner to ensure the servicing demands of the client are met in a timely manner


Preparation of new business submission


Liaising with product providers and investment companies


Ensuring periodic client reviews are carried out in a timely manner


To act as a point of contact for clients and other offices


Keeping the clients informed of progress to manage client expectations


Ensuring outstanding fees and invoices are chased in a timely and organised fashion


Learning the financial services sector and products such as pensions, bonds, ISAs and protection


All routine administration, including scanning, filing, and telephone calls



To be successful as the Financial Services Administrator we are looking for the following


Excellent organisational skills


Professional telephone manner


Provide a professional, prompt and courteous service to clients


Able to use own initiative


Ability to prioritise tasks independently by assessing situations to determine urgency


Excellent listening skills and able to provide clear verbal and written communication


Computer literate and good typing skills


Previous knowledge or use of Microsoft Office products


Essential time management skills and attention to detail


Some knowledge of the FCA and record keeping requirements would be preferable


Basic knowledge of the financial services sector


Willingness to undertake qualifications if requested



Once successful as the Financial Services Administrator this client offers the best list of benefits including


Career development


Flexible hours


Hybrid working


Pension


Bonus


Cycle to work


Plus many more



Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Michelle Jackson