Financial Services Administrator
other jobs Red Source Ltd
Added before 9 Days
- England,South East,Buckinghamshire
- full-time
- £23,000 - £27,000 per annum
Job Description:
About the Client
Our client is an award winning Financial Advisory firm, and they are looking for a Financial Services Administrator. Full training will be given to someone who has great customer service, great people skills, excellent communication skills, personal presentation and looking for a solid career in the financial advisory industry.
Benefits
Salary: circa £25,000
Hours: Monday to Friday 8.00am - 5.00pm (normally finish at 4.00pm Friday)
Location: Office Based, Milton Keynes in beautiful riverside offices, working with a dynamic, professional and friendly team
*28 days holiday (inc. bank holidays) PLUS additional holidays to cover Christmas and New Year closure
*Parking
*Training in the financial services sector
*Bereavement leave
*Company events
*Company pension
*Free parking (on-site or nearby)
*Referral programme
*Sick pay
About the Role
As a Financial Services Administrator you will primarily, be involved in the administration support of overseeing new business cases, creating confidential files, helping with compilation of reports, fact finding etc supporting the financial advisors. You will be performing all administrative activities required in progressing a case from start to finish, for example, ensuring the correct documentation is in place for reports to be written for a client.
Much of the role would be helping to coordinate responses from the clients’ providers and keeping members of the Financial Services team updated as to where a case is at as well as providing feedback to the senior team of advisors.
The role involves monitoring the progress of cases in a timely manner, ensuring deadlines are achieved.
Key Responsibilities
*Providing clear information on client’s cases as required by the Financial Advisors, presenting this information both electronically via spreadsheets as well as manually. This information is to show tracking of cases, status, etc so attention to detail and clarity of presentation is essential
*Undergoing a basic analysis of client policy information to ensure all information required is captured, and correct (training will be given)
*Undergoing checks for suitability and correct reports and letters for quality and content (training will be given)
*Assisting with completion of provider applications for new and existing client business
*Liaising with third-party companies/providers ensuring all relevant information is captured and disseminated
About You
Personal Attributes / Skills required of the Financial Services Business Coordinator
This role of a Financial Services Administrator is a unique one and pivotal to the Financial Services team to ensure they provide the best financial advice on their client’s pensions and investments. To do this role you will need to have/be able to do the following:
*Provide accurate, detailed and complete accurate information
*Be able to always demonstrate confidentiality.
*Possess clear, accurate and concise verbal and written communication with the confidence to deal with all levels
*Very high level of accuracy and attention to detail
*Ability to work on your own initiative
*Great planning and organisation skills
*Time management skills working to and achieving essential deadlines so can be pressurised at times
*A competent, efficient and problem-solving individual with proven examples in your working/educational career
*Willingness to learn and develop your skills in the Financial Services sector
*Highly Analytical with great data presentation skills
*Great at managing things from start to finish and all the processes that go with it
*A supportive team player with exceptional customer care and admin support skills
*Calm and a great team player
*Excellent personal presentation
This really is a rare career path opportunity to join such a prestigious and engaging, award winning Financial Services company as a Financial Services Administrator, so if you are looking to be part of the company and support to the team, then this could be the perfect role for you.
If you do not hear back within 1 working week, we are sorry but, on this occasion, you have not been shortlisted, but thank you for applying
Our client is an award winning Financial Advisory firm, and they are looking for a Financial Services Administrator. Full training will be given to someone who has great customer service, great people skills, excellent communication skills, personal presentation and looking for a solid career in the financial advisory industry.
Benefits
Salary: circa £25,000
Hours: Monday to Friday 8.00am - 5.00pm (normally finish at 4.00pm Friday)
Location: Office Based, Milton Keynes in beautiful riverside offices, working with a dynamic, professional and friendly team
*28 days holiday (inc. bank holidays) PLUS additional holidays to cover Christmas and New Year closure
*Parking
*Training in the financial services sector
*Bereavement leave
*Company events
*Company pension
*Free parking (on-site or nearby)
*Referral programme
*Sick pay
About the Role
As a Financial Services Administrator you will primarily, be involved in the administration support of overseeing new business cases, creating confidential files, helping with compilation of reports, fact finding etc supporting the financial advisors. You will be performing all administrative activities required in progressing a case from start to finish, for example, ensuring the correct documentation is in place for reports to be written for a client.
Much of the role would be helping to coordinate responses from the clients’ providers and keeping members of the Financial Services team updated as to where a case is at as well as providing feedback to the senior team of advisors.
The role involves monitoring the progress of cases in a timely manner, ensuring deadlines are achieved.
Key Responsibilities
*Providing clear information on client’s cases as required by the Financial Advisors, presenting this information both electronically via spreadsheets as well as manually. This information is to show tracking of cases, status, etc so attention to detail and clarity of presentation is essential
*Undergoing a basic analysis of client policy information to ensure all information required is captured, and correct (training will be given)
*Undergoing checks for suitability and correct reports and letters for quality and content (training will be given)
*Assisting with completion of provider applications for new and existing client business
*Liaising with third-party companies/providers ensuring all relevant information is captured and disseminated
About You
Personal Attributes / Skills required of the Financial Services Business Coordinator
This role of a Financial Services Administrator is a unique one and pivotal to the Financial Services team to ensure they provide the best financial advice on their client’s pensions and investments. To do this role you will need to have/be able to do the following:
*Provide accurate, detailed and complete accurate information
*Be able to always demonstrate confidentiality.
*Possess clear, accurate and concise verbal and written communication with the confidence to deal with all levels
*Very high level of accuracy and attention to detail
*Ability to work on your own initiative
*Great planning and organisation skills
*Time management skills working to and achieving essential deadlines so can be pressurised at times
*A competent, efficient and problem-solving individual with proven examples in your working/educational career
*Willingness to learn and develop your skills in the Financial Services sector
*Highly Analytical with great data presentation skills
*Great at managing things from start to finish and all the processes that go with it
*A supportive team player with exceptional customer care and admin support skills
*Calm and a great team player
*Excellent personal presentation
This really is a rare career path opportunity to join such a prestigious and engaging, award winning Financial Services company as a Financial Services Administrator, so if you are looking to be part of the company and support to the team, then this could be the perfect role for you.
If you do not hear back within 1 working week, we are sorry but, on this occasion, you have not been shortlisted, but thank you for applying
Job number 1763994