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Financial Services Administrator
- Job Type: Full-time
- Location: Birmingham or Warwick
- Salary: up to £30k
Reed Financial Services is proud to be representing an ever-expanding nationwide firm seeking a Financial Services Administrator to provide essential support to the Office Managers and Financial Planners. This role is crucial in delivering an efficient, high-quality, and compliant service to our clients. The ideal candidate will be responsible for delivering full customer service in a professional, timely, and efficient manner.
Day to Day of the role:
- Obtain provider information and collate client-specific illustrations to assist advisers with their recommendations and enable paraplanners to produce comprehensive reports.
- Run Risk Profiler results via FE Analytics and process new business following adviser handover.
- Ensure all compliance documents are on file prior to submission and submit to providers directly or electronically via platforms.
- Add plans and activities for tracking to completion, keeping the client advised of progress throughout the process.
- Assist with research and produce FE Analytics fund switch reports, including charges schedules, in line with adviser recommendations.
- Prepare valuation reports, supporting performance documentation for client review appointments, and review checklists.
- Prepare any required documentation for compliance or policy specifics, such as death benefit nomination forms.
- Issue half-yearly valuation reports to clients and provide Post Review Summary reports following adviser handover.
- Complete withdrawal instructions on behalf of clients/advisers as directed and ensure authentication processes are followed.
- Maintain accurate client data/records on the back office system and assist with client liaison and queries.
- Perform general office duties such as filing, scanning, photocopying, handling post, franking, and answering phone calls.
Required Skills & Qualifications:
- Demonstrated ability to deliver quality service and maintain customer communication and relationships.
- Teamwork and collaboration skills.
- Proficiency in planning and prioritising tasks.
- Competence in using systems and processes relevant to the role.
- Demonstrated honesty, integrity, adaptability, enthusiasm, dependability, and personal commitment.
To apply for the Financial Services Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
