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Administrator - New Business - Financial Services

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Job Description
Administrator - New Business - Financial Services

Salary: £20,000 - £25,000

Key words: Business Administration, Business Administrator, Business Support, Investment Administrator, Investment, Administrator, Financial Services, Financial Planning, Financial Management, New Business

The company

Our client is a Financial Management company providing comprehensive financial planning service to clients. They offer investment advice, pension, protection and estate planning to both corporate and individual clients.
They are looking to recruit an Administrator to support New Business.
The Role

Primary Responsibilities Include:
- Completion of application forms and Online Submissions
- Process New Business, which includes anti money laundering checks and follow through to completion of the application process, liaising with clients and providers where appropriate
- Sending Authorisation Letters (LOA)
- Dealing with Postal and telephone queries
- New client data onto database
- Updating new business onto database
- Sending applications out to providers with covering letters
- Chasing, where necessary, applications and Letters of Authority
- Scanning documents onto the database when required
- Adding fees onto database
- Dealing with fund switches/sell downs etc.
- Some valuations


Previous experience in an administrative role ideally within the financial services is advantageous, candidates with no experience but an interest in progressing in a financial services career will be considered.

Key Skills
- Excellent customer service and administration skills
- Handling confidential personal and financial information
- Daily liaison with Clients, Staff and Professionals at all levels
- Obtaining online insurance and investment quotations
- Acquiring Client Portfolio valuations, Pensions and Investments
- Retrieving Client Financial data
- Creating Client document and information packs
- Client Invoicing management, preparing, processing and reconciliation
- Electronic document management
- Maintaining Company databases, spreadsheets and online systems
- Telephony, reception and mailroom experience
- Proficient in Microsoft Office, Windows and Internet, Quay, Intelligent Office, Plum
- Applying for professional fees and reconciling fee accounts

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003
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Salary Indication
£20000 - £25000 Per Annum
Business Administration, Finance, Admin

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