Finance Vacancy

Administrator – Financial Services Bath £18,000 + Excellent Benefits

To provide administrative support to senior administrative staff in order to provide a comprehensive service to consultants and clients and ensure they are achieved with client satisfaction covered and exceeded.

Responsibilities:

·Request specific information from life and investment companies either by telephone, letter or e-mail to establish factual information relating to client requirements.

·Create new and update existing client investment summaries by obtaining valuations & other policy information from life and investment companies and present in the Valuation Summary format.

·Process all new business application forms by photocopying all necessary paperwork and forwarding to life/investment companies (or process on-line through company website), in line with company standards.

·Chase outstanding business and ensure it is transacted efficiently and quickly as possible to in line with company standards.

·Check and process all policy documentation to ensure accuracy when received from life and investment companies, in line with company standards.

·Update 1st* /Intelliflo back office system and paper files daily to ensure accurate and up to date business written and client records are maintained, in line with company standards.

·Provide assistance with the collation of suitability reports, including ordering quotations, obtaining application forms, key features and fund fact sheets from life company (via telephone or website).

·Maintain all stationery stock levels to meet departmental needs, including copies of company documentation (i.e. Fact Finds, Terms of Business etc).

·Chase outstanding commissions from life/investment companies on a weekly basis as per company standards.

·Provide the department with ad-hoc administrative support and typing (either copy or audio) as required.

·File away all client files and paper correspondence on a daily basis.

·Maintain and develop personal knowledge of company products and regulatory requirements to enhance the service delivered to their clients.

·Minimum of 5 GCSE’s or equivalent including grade C or above in Maths and English

·Financial Planning Certificate (FPC) Papers 1 or Certificate in Financial Planning Paper 1

Experience:

·At least 1 years experience in a Financial Services environment in an administrative role.

Skills, knowledge and competencies:

Interpersonal

·Excellent communication skills (both written and verbal).

·Attention to quality and accuracy.

·Initiative.

·A friendly nature with a strong team-playing ability.

·Flexible.

·Strong computer literacy (mandatory knowledge required in Word, Excel, Outlook Internet Explorer)

·Financial Services industry knowledge/experience