Job Description

Financial Services Administrator

Fareham area

£22,000 - £28,000 per annum, depending on experience

Are you looking for work in the Fareham area for a growing financial company with a vibrant and close-knit team environment?

Do you have previous customer service and administration experience in a financial environment?

If you answered yes on all of the above, then read on:

Brook Street is proud to be working with one of the leading and professional finance company based in the Fareham area that prides itself on the service it offers to its customers. The purpose of this role is to offer high level administrative support to the Advisers of the Group.

About the role

The Administrator will have primary responsibility for supporting the new client sales process, liaising with Advisers, Management & Clients to deliver the highest possible service to all. The role will require initiative and dependability to carry out the key accountabilities and to help the business owners to build on the existing support function.

Key Accountabilities and Responsibilities include:

• Management, monitoring and chasing of business submission through to case completion.
• Maintain & develop in depth knowledge of top 5 platforms/providers
• Maintain & develop in depth knowledge of Intellifo (back-office system)
• Produce meeting packs and portfolio reports for client meetings
• Liaise with Director & Advisers regularly with updates of their client business
• Pro-actively question team procedures and investigate alternative options available
• Actively assess& discuss workloads/issues within team as required
• Maintain awareness & knowledge of all compliance procedures & product features
• Supervise and manage all of your new case submissions to paraplanning ensuring file is complete
• Liaise with Advisers to resolve difficult case queries
• Liaise with Business Operations Managers regularly to discuss issues & communicate fresh information
• Process & manage Letters of Authority, collecting full information & adding information to Intelliflo
• Actively liaise with Paraplanners on upcoming reports for clients
• Print and package Suitability Reports for Client meetings
• Pro-actively deal with post/emails from clients & providers
• Provide suitable updates to advisers on pending cases
• Maintain an understanding of commissions, fees, income and adviser splits
• Pro-actively work with colleagues to answer calls and welcome clients to the office
• Ensure diary management is maintained for meeting/training rooms

The salary will be dependent on experience ranging from £22,000 to £28,000.

The working hours will be 9am - 5pm Monday to Friday.

Let's get started!

This is a permanent full-time position with a start as soon as possible. This would suit someone who has worked previously in a similar financial admin for the last 12 months, has strong communication skills and who has a high attention to detail.

For more information, please contact Ben at Brook Street Southampton or apply now to send your CV.