Financial Services Administration Manager – Sheffield - £32k - £36k plus excellent benefits
Our client is an extremely successful and well-established financial planning organisation; they are currently expanding our team and recruiting for an experienced Financial Services Administration Manager.
Duties include:
* Producing and prepopulating application forms
* Obtaining illustrations and key features documents
* Submitting new business applications
* Dealing with income and withdrawal requests
* Rebalancing investment portfolios
* Submitting requests for fund switches
* Updating our new business register
* Documenting business submissions using our tasks and workflows
* Evidencing submissions have been transacted correctly on our electronic filing system
* Liaising with clients when submissions are complete.
Skills and experience required:
* Experience / Knowledge of financial services back-office systems (such as Plannr, Adviser Office, Intelligent Office, or Xplan)
* Investment platforms such as Fidelity, Nucleus, and Wealthtime
* Pension and investment companies such as Aviva, Standard Life, and InvestAcc
* Financial services administration procedures
* Submitting business via investment platforms
* MS Office
Hours: 9am-5.30pm Monday to Thursday and 9am-5pm Friday
Benefits: 25 days holiday (plus bank holidays), generous company pension 8%, hybrid working avail...