Job Details
Administrator Financial Services
Sector:Financial Services
Region : Greater London
Location: EC2V 4AY
Salary: Salary dependant on experience and qualification
Job Ref.: CL0106SHTEMP
Job Information
To provide business support to oneFinancial Adviser, working within the agreed business objectives To be proactive within this varied role, which will encompass elements of report writing, compliance, research and general financial services administration
Potential to also work with the Practice Manager and further develop the role
To provide shadow support as required for the finance administrator with regards to e-commissions and month end reconciliation
To maintain the highest possible ethical and professional standards at all times
BSU Paraplanner/Senior Administrator
To assist with non-advisory paraplanning , plus provide administrative support
Current and detailed knowledge of intermediary market in financial services
To compile suitability reportsfrom structured templates
Preparing research, agendas and paperworkfor client review meetings
Administrative support to encompass the processing of research, new business and client valuations
To act as a liaison point for clients and providers
To maintain and update client information
To assist in the development and use of research software such as IRESS/XPLAN, AWS Morningstar and Selectapension(full training provided)
Pursue personal development of skills and knowledge necessary for the effective performance of the role
To provide ad-hoc shadow support for the financial administrator with regards to the company financials
To assist with the reconciliation of e-commissions and
Potential to develop the role into a Team Leader position
Personal Attributes
Organised, being able to work on your own initiative
To be able to prioritise your own workloads, plus that of the Adviser
Proactive, with an ability to multi-task
Good technical knowledge and experience of report writing
Excellent communication skills and a team player
Professional, responsible and courteous manner, alongside discretion in handling confidential information is paramount
Qualification requirements and Experience
Good working knowledge of Microsoft Office & Outlook
Knowledge of IRESS/XPLANSoftware and AWS Morningstar would be an advantage
Have at least 5years relevant experiencewithinFinancial Services, plus experience within report writing