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Clever-HR
Mansfield
Financial Services Administrator £22,000 - £23,000 + discretionary bonus + benefits! A great opportunity if you are looking to begin your career within Financial Services, or if you’re looking for a change in direction from your current job role. Good administration skills are a prerequisite, and amazing communication skills is a must! Full traini
Job Source: Clever-HRNJR Recruitment
Nottingham
Financial Planning Administrator 25,000 - 28,000 Nottingham Excellent Benefits, 25 Days holiday, Free Parking , Study support, Flexible hours and an early finish every Friday. Death in Service, X2 Salary Our Client are a small and very well established Boutique form of Independent Financial Planners dealing with a client bank of High Net Worth clie
Job Source: NJR RecruitmentReed
Derby
Reed are working in partnership with a client in Derby and are seeking a diligent Welding Services Administrator. You will play a pivotal role in supporting our customers, Welding Engineers, and Managers across the UK and potentially overseas. This position requires a detail-oriented individual who can maintain database systems, assist in the prep
Job Source: Reedmbf.
Mansfield
Senior Financial Planning Administrator - Mansfield, hybrid (2 days per week in office) up to £35,000 plus benefits Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and are looking t
Job Source: mbf.Reed
Derby
Reed are working in partnership with a client in Derby and are seeking a diligent Welding Services Administrator. You will play a pivotal role in supporting our customers, Welding Engineers, and Managers across the UK and potentially overseas. This position requires a detail-oriented individual who can maintain database systems, assist in the prep
Job Source: ReedBrevere Group
Nottingham
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Adm
Job Source: Brevere GroupNiyaa People Ltd
GB
We currently have a new vacancy available for a Property Services Administrator to work for a Housing Association in the Nottingham area on a permanent basis. Property Services Administrator Salary: £22,562 Working Hours: Monday - Friday 9 am- 5 pm Benefits of the role: 25 days leave rising by 1 day per year to a maximum of 30 days (not including
Job Source: Niyaa People LtdBrevere Group
Nottingham
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administra
Job Source: Brevere GroupDerby
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Derby.
The Role
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
There will be client contact, but you are not authorised to give advice.
The role requires an individual to provide support to one or more financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties.
This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.
Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.
Key Responsibilities
- Research a broad range of financial products across all financial sectors
- Maintain regular contact with clients providing assistance where required
- Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
- Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
- Sending Letters of Authority
- Collate and evaluate client policy/investment/pension
- Researching products and funds using software such as Select A Pension and FE Analytics
- General Administration duties
- Create and maintain client files and enter details onto back-office database
- Submitting Business on internal and external systems
- Maintain regular contact with clients, booking clients in for annual reviews and management of review process
- New business processing and submission to Business Quality, submitting onto external and internal systems
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
- General Administration and client servicing support as needed
The Ideal Person
- Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable.
- Experience using financial research tools.
- Working towards diploma qualification preferred, but not essential.
- It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
- You must be happy to work on your own and as part of a team and have excellent time management skills.
- Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner.
Package
- Dependent on skills and experience
- 25 days annual leave
- Birthday off as additional leave
- Auto enrolment pension
- Death in Service
- Training and support towards industry recognised certifications
- Cycle to work scheme
Administrator - Financial Services jobs in Derby
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