financial services administrator
Responsibility
- gather accurate information about client policies to prepare and review documents for Pension and Investment Clients
- data capture and analysis to ensure IFAs have relevant information to meet their clients varying needs
- dealing with general queries from clients, by telephone and email
Show more +10 - maintain knowledge and awareness of processes and process amendments
- have the ability to undertake all tasks and responsibilities requested
- ensure a consistent level of standard is maintained to ensure CMS reputation within the industry is second to none
- attend client meetings as required with the Advisor and taking away all post meeting tasks such as suitability reports; post review reports; defined benefit calculations; new business reporting etc
- be responsible for your involvement in company projects
- prioritise and organise your own workload, raising any concerns or issues with your Team Head or the Office Manager
- work to tight deadlines
- build and maintain a good working knowledge of client requirements and legislative requirements
- liaise with other internal departments to ensure clients requirements are met
- provide training and assistance to colleagues to support each other’s development
Requirements
- previous office experience, ideally in the Financial Services sector
- working knowledge of CMS internal systems and provider sites
- knowledge of CMS internal procedures
Show more +11 - experience working as a paraplanner or analyst previously
- level 4 qualified, or working towards/ previous industry experience
- experience of working in a customer service role
- interpersonal skills
- experience of working within an SLA/target driven environment
- professional and accurate written and verbal communication skills
- knowledge of industry regulations and guidelines e.g. GDPR, TCF
- excellent time management skills
- understanding of the Pension process and industry
- ability to effectively prioritise to ensure adherence to deadlines
- paraplanner: 1 year
Salary in other companies in the position financial services administrator
| HEAD HUNTER RESOURCING | 7500 £ | 2500 £ 7500 £ |
| SANDERSON | 6000 £ | 2500 £ 7500 £ |
| SANDERSON RECRUITMENT PLC | 6000 £ | 2500 £ 7500 £ |
| MANDEVILLE RECRUITMENT GROUP | 3333 £ | 2500 £ 7500 £ |
| BURGH RECRUITMENT | 3055 £ | 2500 £ 7500 £ |
| PERSONNEL UK | 2916 £ | 2500 £ 7500 £ |
| LINKPOINT RESOURCES | 2833 £ | 2500 £ 7500 £ |
| CAROUSEL CONSULTANCY | 2666 £ | 2500 £ 7500 £ |
| KG DIRECT HIRE | 2560 £ | 2500 £ 7500 £ |
| INSURANCE PERSONNEL SELECTION | 2500 £ | 2500 £ 7500 £ |