FINANCIAL SERVICES ADMINISTRATOR

Description:

Clark James Recruitment are working with a Market Leading Wealth Management Company, due to further business expansion our client are looking to recruit a Financial Administrator to join their busy office in Marlborough.
Previous experience within Financial Services is essential, please only apply if your cv demonstrates previous experience within Financial Services.
Role
* This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
* You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
* This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained.
* Your Duties will be varied and in line with the responsibilities involved in Financial Administration.
* Client correspondence, written and verbal.
* Processing New Business.
* Preparation of client review packs.
* Arranging client meetings and managing the Adviser’s diary.
* Illustration requests.
* Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
* Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
* Taking phone calls, enquiries and requests, and handling them where appropriate.
* Back-office support.
Candidate
* You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional always and able to hold conversations with third parties, representing the company in a professional manner.
* Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
* Good working knowledge of IO and Platform.
* Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
* Management and prioritising workloads.
* Excellent planning, organisational and multi-tasking abilities.
* Analytical and problem-solving skills.
* Flexibility/ adaptability to cope with change.
* Excellent communication skills at all levels.
* A team player with a positive attitude.
Package
* Basic salary to £28,000.
* 25 days holiday + bank holidays.
* Birthday Leave.
* Holiday purchase scheme.
* Life Assurance & Pension.
* Corporate eyecare and extra shopping discounts.
* Option to work from home one day per week