£21000 - £25000 Per year Negotiable
Administrator
Permanent,Full-time
Job Description
- To provide administration support for a bank of clients as identified by the Client Administration Team Leader.
- To process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager.
- To keep the relevant individuals and/or clients updated, as and when required.
- To ensure the back-office systems and client records are maintained and accurate at all times.
- To adhere to compliance requirements and procedures as guided by Risk Management and the FCA.
- To follow the company handbook at all times.
Required Knowledge, Skills, and Abilities
- You will have the ability to be pro-active and work using your own initiative while utilising problem-solving and decision making skills.
- You will have excellent verbal and written communication skills along with exceptional planning and organisational skills.
- You will be analytical with a strong eye for detail.
- You must be confident in liaising with colleagues, clients, and external providers.
- You must be proficient in MS Office systems; Experience of working with Adviser Office and Curo is desired but not essential.
- You will be self-motivated and have a strong desire to maintain a high professional standard through an excellent work-ethic; A strong ability to work effectively and efficiently under pressure is imperative.
- You will have experience of working in a busy and dynamic office environment; Experience of working within financial services is crucial.
- You will have experience of working as a client administrator; Experience of managing a busy and varied workload to deadline is crucial along with the ability to cope with changing priorities.
- You will have a willingness to complete relevant training and obtain qualifications for the current role and future development; R01 (Financial Services - Regulation and Ethics) is desired but not essential.
- You will always have a strong desire to achieve and maintain a level of competence as required by the business; You will also regularly review your own training needs and implement change where necessary.
Reference no: 89014