We have an opportunity for a Financial Services Administrator to join our Wealth Management team.  This is a full time (37.5 hours per week) permanent role, based either at our York or Leeds office.

The ideal candidate will have 2 to 3 years experience working within a Financial Services team in the role of Administrator (experience working alongside a team of Financial Advisors would be advantageous), however we will consider applications from candidates who have fewer years experience.

Financial Services Administrator main duties:

Supporting Paraplanners and Financial Consultants with all administrative tasks, including but not limited to:

Client Servicing

  • Prepare new business and client review packs for client meetings
  • Assist with the production of accurate client portfolio valuations using back office XPLAN
  • Obtain literature and forms from providers and pre-completing basic client details
  • Obtain Anti-Money Laundering requirements and conducting electronic checks for new and existing clients
  • Call leads to pre-qualify advice and book appointments with the Financial Consultants

 

Processing new business submissions

  • Prepare new business documents ensuring all paperwork completed accurately and correctly
  • Process new business applications
  • Record all new business and advice events accurately on the back-office system XPLAN
  • Use back office system to schedule follow up tasks relating to business submissions
  • Liaise with product provides to ensure all applications are received, complete and attend to outstanding requirements
  • Follow up on any outstanding fees and invoices

Qualification and Education Requirements:

The successful candidate will receive study support in order to attain QCF level 3 CII Financial Services Certificate within 12 months of joining.

Key Skills:

  • Clear focus on providing excellent client service
  • Proven ability to work well in a team environment
  • Proficient in the use of Microsoft Office software
  • Excellent written & communication skills
  • Highly organised with the ability to manage own workload, working under pressure with a high level of accuracy

Salary:

Competitive + benefits including flexi time, company pension scheme, health care scheme and free on-site parking (York only)
Full time (37.5 hours per week)