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Financial Services Administrator

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Financial Services Administrator

Sector: Admin / Secretarial / Office Support

Location: Berkshire

Type: Permanent / Full Time

Pay rate: £25,000 - £28000

Financial Services Administrator - Wokingham
£25 - £28K
Office based 9-5.30
Discretionary company bonus and extra time off for Christmas.


Working in collaboration with Senior Administrators and on occasion, Financial Advisers and other colleagues, you will assist with the administration of all client matters which facilitate the production of suitability reports, annual reviews and client sign ups. This will include preparing and maintaining client records, data gathering and occasionally application form preparation and submission.

 Core Duties and Responsibilities:

• Deal effectively with queries from clients and other parties through effective
communication.
• Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.
• Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct.
• Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
• You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.
• You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.
  
  
Key Skills, Knowledge & Experience:

• Basic Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes with the minimum of supervision
• Detailed and accurate
• Articulate
• Excellent interpersonal skills, both written and verbal
• Ability to multitask and prioritise effectively
• Good IT skills
• Ability to work independently and as part of a team
• Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
• ability to assess information, make comparisons and identify critical features
• Ability to acquire update and apply new skills and knowledge
• Set own goals and want to deliver agreed targets

Our client specialises in the financial wellbeing of clients.  They specialise in pensions and family wealth planning. Their mission is to give all their client's financial security by offering the same high levels of service and giving situationally based advice, that’s entirely focused upon individual needs and requirements. 
They  are a growing company so they expect the very highest level of commitment to their clients from all their staff.

This is an immediate requirement, so if you are interested in the position – or even finding out more information
– please do not hesitate to APPLY today!

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