Financial Services
Financial Services
Brighton
up to £24,000 plus excellent benefits

Financial Services Support Administrator

Ref: 3648| Posted: 3rd Aug 2021

Financial Services Support Administrator – Brighton – up to £24,000

Insure Recruitment are currently working with an award-winning Financial Services Company who are looking for an experienced Financial Services professional to join their team.

What you’ll do

Dealing with post, scanning, photocopying, filing and emails

Taking telephone enquiries and making appointments for advisers

Receiving visitors

Set up new contracts & process applications in line with FCA regulations.

Prepare and send letters of authority and obtaining policy information for research.

Input and update client data and manage daily activities on Enable (internal CRM system)

Prepare business packs for Advisors.

Upload and submit compliance documentation.

Mail Merges e.g. ISA allowance letters / transfer letters to clients joining the company

Other general admin duties as and when required.

Submitting business on Fusion Platform

Report Binding

Spreadsheets

Annual Client Reviews

Updating client valuations

Inputting risk questionnaires

Generating client reports and binding them for presentation

Diarising annual reviews and making appointments

 

The Knowledge, Experience and Qualifications You Need

Administration experience within financial services would be advantageous.

Experience of Fact Find and Risk profiles would be advantageous.

R01, FA1, FA2 Qualified, or looking to qualify an advantage.

Excellent attention to detail, accuracy and organisational skills

Good telephone manner

Good excel skills.

 

What You'll Be Like

Motivated

Able to use initiative

Willing to learn

Team player

 

Office hours are Monday to Friday 9am to 5pm and flexible working is in place.

 

Please apply to the by role submitting you’re most up-to-date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

 

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.