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Cathedral Appointments Ltd
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Taunton, Somerset
Financial Services Administrator
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Job Type: Full-time |
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Overview
My Client are a successful and growing Financial Planning business and are looking for a Senior Administrator to join their team. The main purpose of this role is to assist the Practice Manager with managing the workflow between Advisors, Paraplanners, Administration along with client support. The successful candidate will have a strong customer service focus and continue to promote the company in a good light. Responsibilities To provide general administration support to Financial Services including the processing of post, faxing/photocopying/filing/binding etc. To deliver a personalised and high quality service. Prepare information packs prior to client meetings. Type up client meeting minutes, when required. Obtain information from providers on clients’ financial arrangements and prepare client valuations Input all client information and history into the back office system. Deal with client and provider correspondence Monthly checking of Financial Sanctions for new clients and existing. To assist the Practice Manager with delegating and training the admin team. Undertake other such administration duties on a day-to-day basis as requested. Requirements: Previous financial industry administration experience is essential, ideally 2-3 years candidates interested in or working towards their Level 4 Diploma in Financial Planning are particularly welcome to apply Good working knowledge of MS Word/Excel/Outlook High levels of accuracy with strong attention to detail Strong communication skills - both oral and written Ability to meet deadlines and work within restricted timescales Ability to work on own initiative but also be a strong team player A positive 'can do’ attitude The successful candidate will have previous experience working within Financial Services Administration and ideally have (or be working towards) a CII qualification in Financial Planning. My client is offering a competitive salary and also provide internal, on the job training and can offer opportunities to progress. If you have the skills and experience stated, please apply NOW Due to high volumes of applications we are unfortunately, unable to respond to everyone. Therefore, if you have not heard from us within 3 working days please deem your application unsuccessful. Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us. Keywords: Financial Services, Financial Services Administrator, FS Admin, Financial Planning, Financial Planning Administrator, CII, Level 4 Diploma in Financial Planning, Senior Administration jobs Taunton, FS Admin Taunton, Financial Services Administrator job Taunton, Administration roles Taunton, Admin jobs Taunton