Administrator

Our client is looking for a highly experienced and motivated Administrator to join their growing team in the financial services sector. The ideal candidate will have experience in the financial services industry, with a strong background in administering various financial products.

Company Benefits:

• Company pension scheme.
• Private Medical Insurance (PMI) and other health-related benefits.
• Income Protection (IP) and Death in Service (DIS) coverage.
• Discretionary and performance-related annual bonuses.
• 22 days annual leave, plus one additional day for each year of service, up to a maximum of 25 days.

Key Responsibilities:

• Manage the processing of new business for both individual and corporate clients, ensuring all documentation and regulatory requirements are met in a timely manner.
• Possess extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts (VCTs), pensions (individual and group), Private Medical Insurance (PMI), and Life Insurance-related business.
• Confidently liaise with clients and internal teams over the phone, delivering excellent service while maintaining a professional and approachable manner.
• Be highly skilled in using XPlan software, with a focus on fee reconciliation and other related functionalities. This will be a critical part of your daily tasks.
• Provide comprehensive administrative support to financial advisors and advisory support teams, ensuring smooth operations and compliance with company procedures.
• Demonstrate excellent numeracy skills and proficiency in using Excel for data analysis, reporting, and other administrative tasks.

Experience and Skills Requirements

• Minimum of five years’ experience in financial services, with a solid understanding of financial products and services.
• Diploma-level qualification in Financial Services (or working towards) is essential.
• Proficient in using XPlan software, with a particular focus on fee reconciliation features.
• Strong skills in Microsoft Excel, with the ability to analyse data and generate reports.
• Confident and articulate when speaking on the phone with clients and team members.
• A team player who is able to collaborate effectively with advisory and admin teams.
• Excellent numerical ability with an attention to detail and accuracy.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.