Financial Services Administrator (experienced)

My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision.

This is a great opportunity for an experienced FS Administrator to join my clients Financial Planning team in their Bury St. Edmunds office (outskirts).

This role will require the initial months training to take place in my clients Norwich office.

As an experienced administrator you will be focused on providing excellent administration and compliance support to Clients, Advisers, Managers and Director’s.

Job Responsibilities

• To ensure all administration is undertaken to the highest standard and conducted in accordance with the firm’s procedures, service standards and the requirements of the FCA.
• You will be responsible for managing your own work activity and will be in frequent discussion with your immediate Supervisor.
• You will input accurate and up to date information on internal/external software packages and provider websites.
• You will work respectfully and professionally with other members of your team and offer work support when capacity allows.
• To ensure that all communications with clients, including correspondence, meetings, and telephone calls, are dealt with promptly and within service standards.
• To attend client meetings with the Advisers/Directors so as to build a rapport with your client base.
• To take an active role in departmental meetings and look to improve existing processes.
• To travel to and work from other offices when required.
• To participate in ad-hoc assignments.

Personal Specification

• You will have at least three years’ experience in an administrative or support role in Financial Services.
• Experience with Intelliflo is desired but not essential.
• The ability to manage you own time and work to deadlines, to take instruction from senior staff and execute tasks as required.
• The ability to deliver excellent service to clients both in person and over telephone and via email. Strong communication skills to liaise with both client and providers are essential.
• Strong attention to detail
• Strong organisational skills and ability to handle multiple priorities.
• The ability to work both independently and as part of a team.
• Some flexibility is required to changing priorities.
• Self-motivated and ability to use own initiative
• Excellent computer skills, particularly using Microsoft Office (Word, Excel, and Outlook)

Benefits

• Buy/sell holiday
• Dress for diary
• Employee assistance programme
• Professional qualification support
• Free Parking
• Workplace pension scheme
• Free medical cover
• Office hours are 9-5 (flexible)
• Christmas parties, summer parties and ad hoc team events
• Cycle to work and other discount schemes
• 25 days Annual leave
• Agile working