Great opportunity to join a growing financial services business with offices in central Farnham. Ideally, our client is seeking an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors, building relationships with clients, and providing an excellent customer experience.
Financial Services Administrator Benefits and Package:
1. 09:00 – 17:00 (Monday to Friday)
2. Free On Site Parking
3. 20 Days Annual Leave
4. 5 days a week in the office
5. Up to 5% annual bonus paid in December
6. All expenses paid annual conference trip
Financial Services Administrator Key Responsibilities and Accountabilities:
1. Submit all new business applications to providers and monitor progress within pre-set timescales.
2. Audit documents received from your allocated adviser to ensure they meet our compliance requirements.
3. Liaise with your allocated advisers to ensure the efficient processing of applications and outstanding requirements.
4. Communicate with clients to provide a first-class client journey.
5. Submit Dealing Instructions to providers to facilitate new investments and withdrawals.
6. Build relationships with allocated advisers.
7. Liaise with providers and trustees to ensure the smooth administration of applications and client instructions.
8. Adhere to administrative systems, policies, and procedures.
9. Update and manage data within our CRM.
10. Actively learn and complete training to satisfy compliance requirements and improve personal knowledge.
11. Adopt the company team culture and spirit with supporting the administration team ethos.
Financial Services Administrator Qualities:
1. Experience working in the financial services sector or a relevant qualification and genuine interest in developing a career in financial services/wealth management.
2. Good IT skills (Microsoft Office suite and CRM systems).
3. Methodical and thorough approach to work, being able to work to deadlines.
4. Strong attention to detail and capacity to follow process and procedures in a regulated and compliant environment.
Thank you for your application; however, due to the high volume of candidates applying, if you have not heard back from us within 5 days, please assume that you have not been successful on this occasion.
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