Job Title: Administrator, Financial Services – Hybrid Working
Location: Newcastle (Newcastle Upon Tyne) or Edinburgh – Hybrid Working available
Salary: Competitive depending on experience
Job Type: Full Time, Permanent
A rare opportunity has arisen for an enthusiastic and proactive Administrator to join our Client Services team during an exciting time for our Company.
You will be working alongside our talented and driven colleagues in maintaining our core values of always striving to meet client’s expectations while at the same time having a zero tolerance for treating clients unfairly, and always act with integrity, keeping the achievement of the right outcome for clients at the core of my responsibilities.
About the role:
To be successful in this role you will need to have a working knowledge of Microsoft Office suites, the ability to adapt to database / software usage and a keen eye for detail, with your key tasks including but not limited to:
- Produce accurate and professional client documentation on a timely basis
- Provide high quality administrative support to client, Planner and wider team
- Ensure all client documentation is distributed accurately and in a timely fashion
- Create and maintain client records on Customer Relationship Management (CRM) to a high standard
- Ensuring Anti-Money Laundering (AML) is up to date and recorded on the system
- Liaise with clients and third parties as necessary to process client requirements
- Dealing with the New Business process:
- Pre-populate forms needed to send to clients
- Send forms out to the client and follow up
- Check forms on return and chase any outstanding documents or information
- Maintain Know Your Client and AML due diligence on the CRM system
- Follow up on missing client documents
- Scan the completed and signed application documentation
- Send documentation to provider or process online
Keep client up to date with the progress of their application
About you
Knowledge & experience
- Previous relevant client services administration experience gained within an IFA environment focused on holistic financial planning for private clients encompassing pensions, investment, and protection.
- Demonstrates administration experience of the complete life cycle of processing client business
- High standard of competency and knowledge of:
- CRM system and client reporting, previous experience of XPLAN would be preferable (or a comparable package)
- IT systems and software (Microsoft Word, Excel, PowerPoint) including provider websites for processing
If this is you, we look forward to hearing from you!
Please click on the APPLY button to be redirected to the company’s careers page.
Candidates with experience of: Financial Services Administrator, Client Services Administrator, Client Support Administrator, Office Administrator, Business Support, Office Assistant, Forensic Administrator, Data Administrator may also be considered for this role.
