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Financial Services Administrator

In or around this area

Taunton

Job reference

264277/001

Salary

up to £25000 per annum

Job Description

Financial Services Administrator

During a period of key expansion, my is looking for an experienced administrator. The key purpose of the full-time role is to provide both paraplanning and mortgage support, working closely with our advisers as a key member of our support team.

Role & Responsibilities

Work as part of the Support team dealing with incoming calls and new enquiries.

Deal with incoming correspondence from providers and clients.

Facilitate client credit checks.

Support advisers in the preparation of suitability reports, client service agreement letters and assist in checking valuations.

Schedule client annual review and mortgage meetings.

Prepare client annual review meeting documentation.

Fulfilment of agreed tasks following client annual reviews and mortgage meetings.

Ensure client files comply with FCA regulations and internal policies and procedures.

Provide on-going support to advisers by dealing with client queries that do not require IFA advice.

Meet and greeting of visitors.

Benefits

Full time position - Monday to Friday 9am to 5pm

Competitive salary dependent on skills and experience

20 days holiday plus birthday

Town centre location

Additional staff benefits package - see attached

Skills and experience required:

Previous financial experience ideal, but not essential

Organisational skills

High level of analytical capability and good communication skills

Ability to prioritise workload

Team player

Staff Benefit Scheme Summary

Financial

Reduced investment fees for staff

No mortgage fee

No estate agent fee

Pension contribution

Introducer commission payments for referrals

Fun

season tickets on first come first serveHealth

Free annual eye tests

Free healthy SuperJuice each week

Work life balance

Enhanced holiday scheme based on length of service

Birthday off each year

Xmas office closing

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