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Specialists in Financial Services Recruitment
Job Title: PA / Financial Services Administrator
Location: Sutton Coldfield
Salary:£23,000 to £26,000 (dependent on qualifications and experience)
Benefits:
- DIS
- Pension
- NHS top up Scheme
- Early Finish on Friday
About the Company:
Our client located in Sutton Coldfield, is a reputable financial services firm dedicated to providing tailored wealth management solutions to individuals and businesses. With a strong emphasis on client-centred service, They combine expertise in investment planning, retirement strategies, and tax-efficient solutions to help clients achieve their financial goals. The firm's commitment to transparency, integrity, and personalised advice sets it apart in the industry, fostering long-term relationships with clients. As a dynamic and growing organisation, Our client offers a collaborative and supportive work environment, making it an ideal place for professionals seeking to make a meaningful impact in the financial planning sector.
Key Responsibilities:
- Appointment Management:
- Handle appointment emails, confirm client meetings, and liaise with advisers to ensure they are fully prepared.
- Client Terms of Business:
- Ensure all clients complete and agree to our companys terms of business.
- Client Servicing Requests:
- Process and update client details such as address, income, contributions, and other amendments as needed.
- New Business Processing:
- Manage all aspects of new business processing, including updating the back-office system and working with various provider platforms to ensure efficient operations.
- Withdrawal Processing:
- Oversee client withdrawal requests, ensuring accurate processing by liaising with clients, advisers, and providers.
- Bed & ISA Processing:
- Submit and finalise Bed & ISA requests across multiple provider platforms.
- Death Claims Handling:
- Manage death claim processes, communicating with advisers, providers, executors, and relevant parties.
- Client Communication:
- Engage directly with clients via phone, email, and occasionally in person to address inquiries and provide assistance.
- Provider Communications:
- Maintain daily communication with providers through phone, email, and platforms, ensuring accurate information is conveyed and received.
- Smart Search Requests:
- Handle smart search requests for maintaining accurate client records.
- Adviser Support:
- Provide support to advisers for various ad hoc requests and queries.
- Team Liaison:
- Facilitate communication and coordination with internal teams to ensure smooth processes.
- A minimum of 2 years' experience as a Financial Services Administrator.
- Proven track record of delivering quality service.
- Strong communication and relationship management skills with clients.
- Ability to work effectively within a team.
- Excellent planning and prioritization skills.
- Demonstrates honesty, integrity, adaptability, enthusiasm, and reliability.
Apply today to be considered for this opportunity. If your application is shortlisted, one of our specialist consultants will reach out to discuss the role in detail and assess your skills and motivations. We may also recommend other relevant roles that align with your profile.
Please note, due to the high volume of applications, we are unable to provide individual feedback. If you do not hear from us within 7 days, please assume your application was not successful for this role.
