Job Description

We are seeking an individual competent in financial services administration with a minimum of 3 years industry experience covering investment, protection and pensions. The right candidate will be required to provide a dedicated, accurate and efficient administration service to our Financial Planners and clients. As well as working independently, there will also be a strong focus on team work.

Responsibilities will include adhering to procedure and compliance requirements along with:

• Processing and monitoring of new business applications
• Maintaining and updating our client management system
• Communicating proficiently with our clients, Financial Planners, 3rd parties and all work colleagues
• Dealing with letters of authority, surrender/encashment requests and general client queries
• General office duties and telephone calls into the office
• Collating and preparing annual valuations
• Dealing with client review documentation
• Ad hoc project work

Required Knowledge, Skills, and Abilities