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Administrator (Pensions and Investments)
Reading
£30,000
4 Days per week (Monday to Thursday)
My client based in Reading are seeking an Administrator to join their team within Investments and Pensions. We are looking for candidates who have got knowledge in Pensions and/or Investments who have got excellent diary management skills.
You will be responsible to assisting a Financial Advisor, and will be responsible for managing their diaries and providing daily support. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information.
Duties
Providing daily support to the Financial Advisor
Diary Management
Quickly and effectively deal with queries from clients through clear and thorough communication.
Ensure all written and electronic client communication are accurately recorded and maintained.
New client on-boarding from initial contact until funds are invested.
Process and submit new business to providers and ensure applications are completed efficiently.
Organising financial planning annual reviews with clients on behalf of the Financial Adviser.
Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements.
Be proficient sending critical client data by DocuSign and other electronic methods.
Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions.
Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR.
Experience & Qualifications
A minimum of 1 years experience within the financial services industry.
Technical knowledge of investments, pensions, and family wealth planning.
Excellent written and verbal communication skills are essential.
A very high attention to detail and accuracy is also essential.
