Financial Services Administrator - Oldham
Location
Oldham, Greater Manchester | United Kingdom
Job description
We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our team. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.
The ideal candidate will work from our Oldham Office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training.
Key Accountabilities Include
- Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
- Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed.
New Business Submission: use client database to track new business and current position, updating planner accordingly.
Person Specification
Knowledge
- Must have excellent understanding of the financial planning process.
Must have excellent communication skills and telephone manner
Experience
Minimum of one year in a Financial Services Administration Role
Skills / Personal Attributes
- Proficient IT skills, basic spread sheet and database knowledge
- Good planning and effective organisational skills
- Honesty and integrity
Methodological approach to work
Whatâs in it for you?
- 28 days holiday, plus bank holidays
- Flexible hybrid working
- Birthday day off
- Income protection for up to 5 years
- Pirkx online discounts and cashback plus 24-hour access to a GP
- 4x salary death in service
- 5% matched pension contributions
- Access to the Radiant Academy (to support future career aspirations).
- Competitive bonus scheme
Job tags
Salary
