Financial Services Administrator
Radiant Financial
full-time
Posted on:
Location: 🇬🇧 United Kingdom
Visit company websiteSalary
💰 £30,000 per year
Job Level
Mid-LevelSenior
About the role
- Ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.
- Work from either Market Harborough or Birmingham office, with ability to work from home.
- Client Servicing: creating new client packs, preparing and processing authority letters, ensuring relevant documents are uploaded.
- Compliance: performing anti money laundering checks, checking compliance documentation is completed.
- New Business Submission: use client database to track new business and current position, updating planner accordingly.
- Follow initial process training and hit the ground running with full IFA experience.
Requirements
- Must have excellent understanding of the financial planning process.
- Must have excellent communication skills and telephone manner
- Proven experience in an IFA Financial Services Administration Role
- Proficient IT skills, basic spread sheet and database knowledge
- Good planning and effective organisational skills
- Honesty and integrity
- Methodological approach to work
- Right to work in the UK (implied by application question)