Financial Services Administrator

Financial Services Administrator (Client Account Executive)

Nuneaton (Our Ref AL1259) hybrid (2-3 days per week working from home)

Salary £24,000 - £27,000 + benefits

My client is an established IFA based in Nuneaton and they now have a fabulous opportunity for a motivated and experienced administrator to work with the Company Director and provide a first class administrative service to clients.

The role is varied and will predominantly include pension and investment business for high-net-worth clients. It will involve working in a busy and pressurised environment. Ultimately, we are looking for an individual who is an exceptional communicator who can quickly build rapport and excellent working relationships.

Responsibilities

• File preparation for new and existing client reviews including valuation reports
• Overseeing and processing new business applications, withdrawals, drawdown and fund switches
• To ensure that files remain compliant at all times
• To maintain and update client records on our back-office system (Intelligent Office)
• To gather sufficient information on existing plans/arrangements to enable adviser to review our clients needs
• To ensure that all necessary plan information, forms and illustrations (where applicable) are available
• To structure letters to providers and clients
• Arrange client meetings and manage diaries
• General client servicing (e.g Chasing LOA s, address changes, liaising with product providers and third parties etc)
• To construct basic suitability reports for advisers (e.g fund switches, top ups, tax free cash, Annual Review reports)
• To answer telephone calls and other general administrative duties such as filing/scanning/post
• Meet and greet clients for face-to-face appointments

Skills, Knowledge and Experience

Essential

• Proficient with Microsoft Excel, Word and Outlook
• Experience providing administrative support within a wealth management organisation.
• Strong pensions and investment product knowledge
• Excellent communication skills both verbal and written
• Prioritise and organise own workload
• Ability to effectively manage your own time and achieve strict time scales.
• Self-motivated
• Organised and work well under pressure
• A strong team player
• Excellent attention to detail

Desirable

• Working towards the CII Level 4 qualification
• A knowledge of Intelligent Office
• Knowledge of various providers would be advantageous (e.g ABRDN Wrap Platform, Royal London, Curtis Banks, Prudential, Elevate).

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.