Financial Services Administrator
other jobs Service Service Employment Agency Limited
Added before 3 Days
- England,East of England,Norfolk
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional.
My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being.
My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services.
You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients.
Requirements
*Great organisational skills – ability to prioritise and manage own workload
*Experience in Financial Services, working in a similar role
*Ideally holding or working towards professional qualifications
*Good communication skills, able to deal with clients, support colleagues and challenge providers
*Knowledge on anti-money laundering, TCF and compliance procedures
*IT skills and use or Intelligent office or similar
Responsibilities:
*The preparation of New Business files
*The submission of new business applications
*Ongoing management of existing client bank – including preparing portfolio reports/client review documents
*Client change of agency and information gathering
*Client support, processing trades and answering client queries
*Liaising with advisers and paraplanners throughout the process
*Updating the back office system and keeping files and records up to date
*PA work – managing advisers diary, booking client appointments and deal with adviser emails.
*General office admin – scanning, answering the telephone, processing post
What my client can offer you
*Competitive Salary with KPI based bonus scheme
*Career progression opportunities
*Family run business environment
Benefits
My client provides support with R0 exams both financially and in terms of study support
28 days holiday + BH
My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home.
Pension
My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being.
My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services.
You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients.
Requirements
*Great organisational skills – ability to prioritise and manage own workload
*Experience in Financial Services, working in a similar role
*Ideally holding or working towards professional qualifications
*Good communication skills, able to deal with clients, support colleagues and challenge providers
*Knowledge on anti-money laundering, TCF and compliance procedures
*IT skills and use or Intelligent office or similar
Responsibilities:
*The preparation of New Business files
*The submission of new business applications
*Ongoing management of existing client bank – including preparing portfolio reports/client review documents
*Client change of agency and information gathering
*Client support, processing trades and answering client queries
*Liaising with advisers and paraplanners throughout the process
*Updating the back office system and keeping files and records up to date
*PA work – managing advisers diary, booking client appointments and deal with adviser emails.
*General office admin – scanning, answering the telephone, processing post
What my client can offer you
*Competitive Salary with KPI based bonus scheme
*Career progression opportunities
*Family run business environment
Benefits
My client provides support with R0 exams both financially and in terms of study support
28 days holiday + BH
My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home.
Pension
Job number 3367792
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Company Details:
Service Service Employment Agency Limited
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