This leading provider of financial planning services is offering an excellent opportunity within a superb working environment for a Financial Services Administrator at their Doncaster office. They are seeking a proactive candidate to assist with the administrative workflow within the office.
This is an incredibly busy and varied role that requires excellent attention to detail along with polished client service skills. Ideally you will have a proven background in Financial Services Administration/Back Office Support with experience in international markets being an advantage. This position is the first step to a successful career with an international organisation providing independent financial advice for expatriates and international workers throughout the UK, Europe, Switzerland and Middle East.
Due to the office location full driving licence and vehicle access is required
Key Roles and Accountabilities:
- Processing applications and liaising with the providers to ensure the policies issue
- Administrating policy amendments such as Portfolio Valuations, Withdrawal requests, Deed of assignments, Letters of Authority and general policy changes.
- Liaising with clients and their advisers by email, letter or telephone
- Updating and maintaining the CRM and other Back Office Systems
- Preparation of client review packs to include report writing and research
- Liaising with local professional services and regulatory bodies
- Managing and handling incoming correspondence including provider documentation, e-mail notices and telephone enquires
-Reporting to and working to support the Operations Manager and the wider teams in international offices
IT Skills
Intermediate level in Excel, Word and Powerpoint. Experience of Microsoft Dynamics and SharePoint would be an advantage
Experience & Qualifications
The ideal candidate will have Financial Services experience and have worked for a Financial Advisory Practice. The candidate will ideally hold or be working towards relevant industry qualifications
Salary Package
£20,000 to £25,000 dependent on experience