Financial Services Administrator - Warrington

Job Description

Full Time 9am to 5pm Monday to Friday

Benefits 25 days holiday (rising with length of service) plus Bank Holidays

Comprehensive Employee Assistance Programme with Wellbeing Support, Eyecare, Pension and Life assurance, Holiday Purchase Scheme, Cycle Purchase Scheme

Leading Financial Planning & Wealth Management Company with multiple Offices in the UK are experiencing rapid growth and are therefore looking to recruit a Financial Services Administrator

Role Description

My client is currently seeking a Financial Services Administrator to join their friendly and enthusiastic team in Warrington

The successful candidate will work in a team that deals with client queries and processing in relation  to auto-enrolment, group schemes, life assurances, pensions and covering all aspects within the general office administration to ensure a first class service is provided to internal and external parties

Specific Responsibilities

The key duties of the role are listed below. due to the nature of the business, the role may also include additional responsibilities considered reasonable:-

Back office support and processing including knowledge of auto-enrolment and group schemes,

Assisting with reviews and customer requests as well as acting as a point of contact for their clients to deal with day to day queries,

Screening phone calls, enquiries and requests, and handling them where appropriate,

Preparation of client review packs,

Processing New Business,

Illustration requests,

Ensure that all financial planning client administration is carried out in accordance with the Firm's procedure

Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant

Keep up to date with financial products and legislation

Comply with all company and industry guidelines, rules and regulations,

A reliable individual who has the ability to manage and prioritise workloads

A motivated, friendly and professional individual at all times

Outstanding communication skills at all times

Ability to produce business correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy

Analytical and problem solving skills

Experience of working as part of a team and able to work remotely with colleagues often in virtual environments such as Microsoft Teams

Confident with IT and office software packages (Word, Excel, Powerpoint etc)

Progression

My client encourages further development and will financially  support achievement of relevant qualifications. opportunities for career advancement into becoming a Paraplanner and / or Financial Advisor for those who wish to consider this for their future

For this immediate opportunity please forward an up to date cv for earliest consideration