Location: Successful candidates can work from either of our offices, located in Barnsley and Kirk Ella (Hull).
Salary: Competitive and dependent on experience, reflecting the skills and knowledge you bring to the role.
Key Responsibilities
- New Business – Obtain pre-sale documentation and submit new business applications in line with FCA and internal procedures
- Servicing requests - Prepare paperwork required and process letters of authority, fund switches, rebalances, withdrawal requests and other servicing requests
- Provider Liaison – Communicate with providers and platforms to obtain information, resolve queries and progress cases
- Client Review Packs – Organise review packs, update valuations and any other supporting documentation in readiness for client review meetings
- Workflow Management – Monitor and progress client cases, ensuring actions are completed within agreed timescales
- Greet clients when they attend the office
- Answer telephone calls, sort and distribute inbound correspondence
- Undertake general administrative tasks, ensuring that throughout all stages of the advice and review process, the back-office records and client files are compliant, meeting FCA, GDPR and internal requirements
This is a general outline of the various tasks associated with this role. There is naturally a degree of flexibility needed and this is therefore not intended to be a definitive list.
Requirements and Key Skills
- Have a minimum of one year of experience working as a financial services administrator
- Genuine desire to produce a high standard of work and provide a quality service to clients
- Excellent communication skills and confident telephone manner
- Ability to work as part of a team
- Excellent accuracy and attention to detail
- Ability to multi-task and prioritise effectively
- Good knowledge of the Office 365 suite
- Experience working with Intelliflo back-office desirable
