Financial Services Administrator

enable Recruitment

Posted 10 hours ago, valid for 9 days

Market Harborough, Northamptonshire LE168QU, England

Full Time

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Sonic Summary

We are seeking an experienced Financial Services Administrator (Client Delivery Lead) to join our client's team with a salary of £40,000 to £45,000 per year.
The ideal candidate should have a minimum of three years of experience in an IFA Financial Services Administration role, particularly with high-net-worth clients.
This position involves managing client relationships, ensuring accurate client records, and submitting new business applications in a timely manner.
The role offers flexible hybrid working options, 28 days of holiday plus bank holidays, and a variety of employee benefits including a competitive bonus scheme.
Candidates must possess excellent communication skills, proficient IT skills, and a methodological approach to work.

We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our client’s team.This person will work as part of a team to support a Senior Private Client Financial Planner, ensuring all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.The ideal candidate will work from our Market Harborough Office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training. Key Accountabilities Include

Client Relations: ownership of the client relationship for the client, aiming to achieve excellence throughout the Client Journey.
Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring our client information database is accurate at all times.
Compliance: ownership of administration including ensuring maintenance of correct client records, performing relevant anti money laundering checks, and checking compliance documentation is completed.
New Business Submission: submitting new business to provider or through applications online, using client database to track new business and current position, updating planner accordingly.

Person SpecificationKnowledge

Must have excellent understanding of the financial planning process.
Must have excellent communication skills, both verbal and written, and telephone manner

Experience

Minimum of three years in a IFA Financial Services Administration Role
Experience of working with high-net-worth clients

Skills / Personal Attributes

Proficient IT skills, basic spread sheet and database knowledge
Good planning and effective organisational skills
Honesty and integrity
Methodological approach to work

What’s in it for you?

28 days holiday, plus bank holidays
Flexible hybrid working
2:15pm finish on Fridays
Birthday day off
Income protection for up to 5 years
MediCash heath cash plan, 24-hour access to a GP, plus online discounts and cashback
4x salary death in service
5% matched pension contributions
Access to the Training Academy (to support future career aspirations).
Competitive bonus scheme

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