Administrator - Financial Services
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| Job Type | Permanent Full Time |
| Location | Guildford |
| Area | Surrey, UK |
| Sector | Office Support |
| Salary | £25,000 - £30,000 |
| Start Date | ASAP |
| Advertiser | Chelsea McGreig |
| Telephone | 01372818299 |
| Job Ref | CM13449 |
- Description
- Our client, an independent and privately-owned financial planning business, are looking for an experienced Administrator to join their friendly, growing team.
Working in a fast-paced team you will be responsible for providing end to end administrative support to a bank of clients ensuring they always receive a high level of service.
This is a complex, process driven role and requires someone with excellent attention to detail due to the internal procedures and service level agreements (SLAs) that must be adhered to.
Working Monday to Friday, 9am to 5.30pm.
Paying £25,000 - £30,000 Depending on experience.
This is an excellent opportunity for someone who is looking for a role that offers ongoing
support and a chance to progress your career in Financial Services.
Please note due to location of the office you must be a driver.
Duties will include:
Providing financial advisers will full administrative support.
Preparing client packs for annual reviews and ad-hoc meetings.
Arranging internal fund reviews.
Process new and existing business (types of business include General Investment Accounts, ISAs, Bonds, Trusts, SIPP)
Dealing with providers such as Standard Life, Quilter, AJ Bell, Aviva, Canada Life and more.
Liaising with other professionals such as accountants, solicitors and product providers.
Updating advisers and clients regularly to meet expectations.
Updating and maintaining Intelliflo Office (IO).
Maintaining client files and keeping them compliant.
Dealing with client queries – income, withdrawals, change of details, requests for information.
Building relationships with the clients and respond to all queries.
Processing and managing letters of authorities.
Processing death claims and probate.
Providing support to the advisers and ensuring that they have everything required. for their client meetings.
Reporting to the Administration Manager or equivalent.
Ideal candidate will:
Be organised, with a strong attention to detail.
Have an excellent telephone manner with the ability to respond to a wide variety of enquiries.
Be confident using all programmes such as Word, Excel, and Outlook
Must have strong experience within an administrative role, ideally within Financial Services.
If this sounds like you, apply now!
Refer a friend and earn up to £500! If you know someone who is searching for a new opportunity, recommend Lloyd Recruitment Services and you will receive a retail voucher of your choice up the value of £500. Full details can be found on our website.
Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
