Financial Services Administrator

Job Summary by the Career Balance Team:

A well-established Financial Management company based in Grimsby is seeking an experienced Financial Services Administrator to join their team. The role involves providing efficient and effective client financial services, including analysing client circumstances and portfolios, preparing recommendation reports, and conducting research on investments and pensions. The ideal candidate will be ambitious, adaptable, and experienced in using financial software. The company offers competitive benefits, including a pension plan, healthcare coverage, and a well-being program. Remote working options are available for this role.

Job Description:

Financial Services Administrator

Our client is a well-established, forward-thinking Financial Management company based Grimsby. Due to growth, they have a vacancy for an experienced Financial Services Administrator.

Purpose of the Financial Services Administrator:

To offer the most efficient, professional, and effective client financial service possible with a high focus on quality and accuracy.

Financial Services Administrator Responsibilities:

· Analysing client’s circumstances, portfolios, and objectives and preparing appropriate recommendation reports for the Adviser

· Providing high quality technical, administrative and research support to the Adviser

· Undertaking whole-of-market research as required, including investments, pensions and protection plans

· Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments

· Ensuring that our internal systems and controls are compliant

· Building strong and effective working relationships with other teams in the firm and third-party product providers

· Attending seminars, internal meetings and training courses to ensure harmonious relations and CPD

· Ensuring that all client records and data are maintained accurately and efficiently

· Reconciling monthly income and completing FCA RMAR reports by due dates

The Perfect Financial Services Administrator will be:

· Ambitious and goal orientated

· Have an adaptable and flexible approach to work within a changing environment

· Experienced in using Adviser Office, Intelligent Office, Defacto, O&M or IRESS software

· Have previous experience dealing with the administration of Group Life and Pension Schemes

· Experienced within Private Wealth Management

· Have the ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text

· Experienced in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice

· Proficient in complex report writing

Package and Benefits:

· Competitive pension options with matched contributions of up to 5%

· Healthcare cash plan for you and dependents with the option to purchase cover for an additional adult

· Life Assurance

· Concessionary legal fees on a range of legal services

· 25 days holiday (inclusive of Christmas closure) and 1 discretionary day to ensure you get a true break over the festive period

· Extensive well-being programme

· Subsidised car parking

If this sounds like the role for you, apply now!

Appoint Consulting is a Recruitment Business having sought agreement from their clients to find candidates for these roles, in accordance with the Employment Agencies and Employment Business Regulations Act 2003.

If this role is not suitable for you, we would be happy to have an informal discussion regarding any future opportunities.

While we will endeavour to respond to every applicant personally, on occasion this is not always possible, therefore, if you have not heard back from us within 14 days of applying, you have been unsuccessful.

Financial Services Administrator

Our client is a well-established, forward-thinking Financial Management company based Grimsby. Due to growth, they have a vacancy for an experienced Financial Services Administrator.

Purpose of the Financial Services Administrator:

To offer the most efficient, professional, and effective client financial service possible with a high focus on quality and accuracy.

Financial Services Administrator Responsibilities:

· Analysing client’s circumstances, portfolios, and objectives and preparing appropriate recommendation reports for the Adviser

· Providing high quality technical, administrative and research support to the Adviser

· Undertaking whole-of-market research as required, including investments, pensions and protection plans

· Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments

· Ensuring that our internal systems and controls are compliant

· Building strong and effective working relationships with other teams in the firm and third-party product providers

· Attending seminars, internal meetings and training courses to ensure harmonious relations and CPD

· Ensuring that all client records and data are maintained accurately and efficiently

· Reconciling monthly income and completing FCA RMAR reports by due dates

The Perfect Financial Services Administrator will be:

· Ambitious and goal orientated

· Have an adaptable and flexible approach to work within a changing environment

· Experienced in using Adviser Office, Intelligent Office, Defacto, O&M or IRESS software

· Have previous experience dealing with the administration of Group Life and Pension Schemes

· Experienced within Private Wealth Management

· Have the ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text

· Experienced in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice

· Proficient in complex report writing

Package and Benefits:

· Competitive pension options with matched contributions of up to 5%

· Healthcare cash plan for you and dependents with the option to purchase cover for an additional adult

· Life Assurance

· Concessionary legal fees on a range of legal services

· 25 days holiday (inclusive of Christmas closure) and 1 discretionary day to ensure you get a true break over the festive period

· Extensive well-being programme

· Subsidised car parking

If this sounds like the role for you, apply now!

Appoint Consulting is a Recruitment Business having sought agreement from their clients to find candidates for these roles, in accordance with the Employment Agencies and Employment Business Regulations Act 2003.

If this role is not suitable for you, we would be happy to have an informal discussion regarding any future opportunities.

While we will endeavour to respond to every applicant personally, on occasion this is not always possible, therefore, if you have not heard back from us within 14 days of applying, you have been unsuccessful.

Remote working/work at home options are available for this role.Location: Work at Home