Overview: Financial Planning Administrator – Remote – £35Kpa job vacancy in Leicestershire recruiting now
Employer: Nelson Scott LLP
Location: Leicestershire, United Kingdom
Employment Type: Permanent
We are recruiting for several Financial Services Administrators This is a home-based role, but the successful applicants will be expected to sometimes work from a local office (no more than once per month).
THE ROLE:Reporting to a Senior Client Relationship Manager (CRM), the successful applicants will be responsible for administering a portfolio clients, dealing with all aspects of client affairs, within agreed procedures and regulations.
You will work as part of our high-performing team to provide first-class administration support on day-to-day activities across the business – both internally to the Senior CRMs and Directors and externally to clients and their advisers (financial advisers, accountants and solicitors etc).
Responsibilities will include, but are not limited to:
updating back-office systems and client records
processing new business
working closely with the paraplanners and financial advisors of the business
requesting policy information from third parties
processing AML checks
develop and maintain good working relations with internal and external contacts
planning, organising and prioritising workload within agreed service standards
proactively supporting colleagues, clients, and financial advisers/introducers in a prompt and efficient manner
attend training sessions, maintain own training files, and develop relevant knowledge and skills
WHAT YOU NEED TO SUCCEED:at least 2 years experience in a similar/administrative role (preferably in a professional services environment e.g. financial services, banking or legal)
an understanding of financial services (and, ideally, SSAS/SIPP pension schemes in particular)
excellent customer service skills and attention to detail
ability to proactively manage a range of client affairs simultaneously, in a prompt and efficient manner
BENEFITS YOU GET IN RETURN:In addition to excellent career progression – with fantastic opportunities for promotion – training, support and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your benefits package includes the following:
Share Incentive Plan
Health Cash Plan
It is flexible so that means you can pick benefits to suit you!
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