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Financial Services Administrator

Location: Nottingham | Ref: N2E189

Overview: An exciting opportunity has arisen for an experienced Financial Services Administrator to join a respected financial services practice located in West Bridgford, Nottingham.
Job Type: Employed, Full-Time
Salary: Competitive salary of £22,000 to £26,000 depending on skills, experience and qualifications plus benefits
Tag: Other

An exciting opportunity has arisen for an experienced Financial Services Administrator to join a respected financial services practice in West Bridgford, Nottingham.

You'll take on a broad range of administrative responsibilities including communication with product providers and clients by telephone, post and email; obtaining product information, entering and maintaining the accuracy of client data and assisting financial advisers in preparing for and documenting client appointments and financial advice services.

Other responsibilities include:

  • Working in a team to assist the Advisers in the business;
  • Dealing with our HNW Client queries;
  • Preparing paperwork for client meetings;
  • Processing and following up on new business;
  • Dealing with daily incoming and outgoing post;
  • Logging of new business and keeping all tasks updated on Intelligent Office.

Essential criteria:

  • Experience of working within a financial services firm/environment;
  • The ability to develop rapport with the staff, existing and potential clients, in person and on the telephone;
  • Attention to detail and an appreciation of the importance of data accuracy;
  • An understanding of the Financial Conduct Authority's compliance requirements;
  • Sound IT skills and a working knowledge of MS Word/Excel.

Desirable criteria:

  • Appropriate professional qualifications;
  • Experience using Intellifo / Intelligent Office back-office systems.

In return you’ll receive access to a range of benefits:

  • Competitive salary of £22,000 to £26,000 depending on skills, experience and qualifications;
  • 25 days holiday plus bank holidays;
  • 3% employer / 5% employee pension scheme;
  • Group life assurance scheme of 4 x annual salary;

If you feel this could be the right role for you, please submit your application today.

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Send us your CV

If you are interested in this role or any of our financial, mortgage or protection adviser jobs, please send your CV to adviserrecruitment@tenetgroup.co.uk.

For further information regarding this or any of our other vacancies call us on 0113 239 5316.

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