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
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
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
Able to use initiative
Willing to learn
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.