Financial Services Administrator

Financial Services Administrator Director support
Nottingham Hybrid working available after probation
Up to £33,000 - depending on experience

Overview:

Due to continued growth, our friendly, successful, and professional financial services client is looking to recruit an Administrator to join their team. The role will be to assist the CEO in improving case turnaround times and workflow efficiency to ensure an enhanced client experience. This role will work closely with the CEO, Advisers and Paraplanners to ensure the clients needs are met.

Key Duties:

• Preparation of meeting packs for CEO to complete reviews and presentation meetings when signing up new business.
• Preparation of Post Meeting Letters
• Completion of fund switches and creating relevant paperwork.
• Completion of performance charts for use in presentation meeting packs
• Completion of protection comparison reports, quotations, and processing applications
• Collation of relevent information, either via file note or in writing, ensuring all relevant information received.
• Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting.
• Completion of trust forms in line with guidance and support resources.
• Take lead on new admin-related projections that become relevant
• Input of data on relevant cashflow modelling systems to assist CEO with case construction.
• Undertake all tasks relating to the PA role when required to provide holiday/sickness cover, etc.
• Onboarding calls to new clients to discuss the services we offer.
• Completion of any other administration duties as required

Skills & Experience:

• Proven track record in a financial services Administrator role
• Ability to work under pressure of tight deadlines to ensure company SLAs are met
• Strong interpersonal and team skills
• A keen eye for attention to ensure case/ business errors are mitigated
• The ability to self-develop and show initiative by researching solutions independently
• Ability to change and adapt swiftly as business needs alter
• Skilled in usage of IT systems such as Word, Excel and Powerpoint
• Professional telephone manner and strong communication skills (both written and verbal)

Other Information:

• The hours are Monday Friday 9am 5pm 35 hours a week
• Holidays 25 Days Holiday, plus Bank Holidays and if your birthday falls on a working day you are given the day off.
• Other benefits include: Company Pension, Private health scheme after 1 year service. Death in Service lump sum benefit of 4 x salary. Support for relevant study and exams if you wish to pursue further qualifications. Company funded staff events

Please note that due to a high volume of applications across all our adverts we are only able to respond to those who have been short-listed. If you haven't had a response within 48 hrs