Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
 
   
 
   
   to   
Senior Financial Services Administrator
Salary Area Job Ref Consultant Sector
to £28,000 pa Leicestershire AL752 Angela Liscombe Financial Services Administration

Description

Senior Financial Services / IFA Support Administrator  (ref AL752)

Market Harborough, Leicestershire

Salary £25,000 - £28,000 + full benefits package

 

My client is a long standing IFA organisation and they now have an exciting new vacancy for an experienced Senior Financial Services/IFA Administrator to join their team.  The main purpose of the role is to ensure all pension, investment and protection business is effectively managed and that all service levels are met by using the company’s workflows and procedures.

 

 

Main Duties

·                     Creating New client packs

·                     Check Fact Finds are fully completed and input onto database

·                     Prepare & send off authority letters

·                     Input policy details of existing plans once received from providers

·                     Check all Anti Money Laundering  information is current and relevant checks have            taken place

·                     Obtain illustrations, application forms, Key Feature Documents and other relevant           supporting documentation

·                     Check & submit new business to provider or submit applications on line

·                     Track new business and current position, updating Adviser/Paraplanner accordingly

·                     Ad hoc valuations

·                     Trades - placing, chasing and updating

·                     Preparing review packs

·                     Post client review administration

·                     Organise future planning meetings with client

·                     Update cashflow models in preparation for review meetings

·                     Upkeep of Planners diary

Qualifications:

·                 CII Award in Financial Administration (Desired)

·                 Good standard of education including maths and english qualifications

 

Skills, Knowledge and Behaviours:

·                     Previous experience in a Financial Services Administration role

·                     Excellent understanding of the financial planning process

·                     Excellent communication skills & telephone manner at all levels

·                     Excellent team player

·                     Proficient in IT skills, word processing and spread-sheet knowledge

If this role is of interest and you have the required skills and background, then please apply in confidence with an updated CV to Angela Liscombe at North Oak Recruitment


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.