Our client is an established organisation working within financial services, and they are looking for an Administrator to join their small and friendly team. You will have either Administration experience or have experience within Financial Services.
As a Financial Services Administrator, you will play a vital role in supporting Financial Advisers by ensuring the smooth and efficient running of client accounts.
The role:
· Processing applications and ensuring all necessary paperwork is completed accurately and in accordance with FCA regulations.
· Maintaining accurate and up-to-date client records on an internal database.
· Liaising with third party providers to gather information.
· Conducting critical yield calculations and demonstrating a strong understanding of regulatory calculations such as carry forward allowances and Inheritance Tax (IHT) calculations.
· Liaising with clients to gather information and completing account administration tasks.
· Assisting with processing client investment transactions.
· Preparing reports and presentations for Financial Advisers.
· Managing client queries and resolving issues promptly and professionally.
· Maintaining a strong understanding of current financial products and regulations.
· General administration support duties.
About you:
· A background within Administration
· Possess a desire to learn
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