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Great opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience.
Financial Services Administrator Benefits and Package:
* 09:00 – 17:00 (Monday to Friday)
* Free On Site Parking
* 20 Days Annual Leave
* 5 days a week in the office
* Up to 5% annual bonus paid in December
* All expenses paid annual conference trip
Financial Services Administrator Key Responsibilities and Accountabilities:
* Submit all new business applications to providers and monitor progress within pre-set timescales.
* Audit documents received from your allocated adviser to ensure they meet our compliance requirements.
* Liaise with your allocated advisers to ensure the efficient processing of applications and outstanding requirements.
* Communicate with clients to provide a first-class client journey.
* Submit Dealing Instructions to providers to facilitate new investments and withdrawals.
* Build relationships with allocated advisers.
* Liaise with providers and trustees to ensure the smooth administration of applications and client instructions.
* Adhere to administrative systems, policies, and procedures.
* Update and manage data within our CRM
* Actively learn and complete training to satisfy compliance requirements and improve personal knowledge
* Adopt the company team culture and spirit with supporting the administration team ethos.
Financial Services Administrator Qualities:
* Experience working in the financial services sector or a relevant qualification and genuine interest in developing a career in financial services/wealth management
* Good IT skills (Microsoft Office suite and CRM systems).
* Methodical and thorough approach to work, being able to work to deadlines.
* Strong attention to detail and capacity to follow process and procedures in a regulated and compliant environment.
Thank you for your application however due to the high volume of candidates applying, if you have not heard back from us within 5 days please assume that you have not been successful on this occasion