Financial Services Administrator Expired

Heat Recruitment

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Bristol

08-Aug-2012

£18,000 - £24,000

Permanent

Reference: JR-8448

Financial Services Administrator
Location: Bristol
Salary: £18,000 - £24,000

Our client, a Wealth Management organisation with a National presence, requires us to assist them in their expansion plans across the South West. With a strong reputation in the industry, RDR ready and a strong business model in place they are well placed to continue expanding their footprint

Responsibilities

You will provide administrative and operational support to the Paraplanners and Financial Planners
Assist in the delivery of professional, compliant and effective client focussed service
Acting as a point of contact and establish effective relationships with clients
Work well with fellow team members and colleagues
Ensure all documentation is prepared for client meetings
Prompt new business processing accurately and compliant
Record all commission and fee expectations
Monitor and investigate any aged debt
Support advisers in prioritising actions, booking client appointments, product information gathering and preparation for client meetings
Help to ensure all personnel comply with the company processes and procedures and all workflow, systems, records and client files are fully utilised and maintained in a professional manner in line with compliance requirements
Liaise with providers, platforms, representatives and other relevant third parties
Obtain quotation illustrations; prepare comparisons, valuations and other documentation
Assist Advisers in ensuring that all business activity is logged
Provide feedback to help ensure all standard letters, forms, documents, templates, processes and procedures are accurate, up to date and compliant
Demonstrate and apply on a daily basis an in depth knowledge of relevant products

Skills

At least 2 years experience working within an IFA or Wealth Management environment
IT literate and competent using Word and Excel
Understand money laundering and data protection
Gained the Certificate in Financial Administration and/or other Financial Planning qualifications

Application for Financial Services Administrator

1. Questions

Yes

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