We have a fantastic opportunity for an experienced Financial Services Administrator to join a top tier law firm within Norwich. Responsible for all associated administration for one of the advisors the candidate will manage their own workload. This is a Monday to Friday position working from 9am till 5pm.
Duties of the Financial Services Administrator
·Preparation of New Business Files
·Submission of New Business files and also the data input of the recommendation and client details on the back office system.
·Post Sales - pipeline/case submission chasing
·Manage Review process
-Book in client review (if required)
-Completion or management of completion of the portfolio review report
-Action the outcome of the review and audit of the review
·Client change of agency and information collection
·Diary management including booking appointments
·Ensure income reconciliation is correct and check income statements regularly
-Contact Client (if required)
-Update the back office system appropriately
-Feedback to marketing team or introducer (if required)
·Answering general queries and requests from clients over the phone and by email
·Submitting requests to the business support team
·Completion of draft suitability reports
Experience Required for the Financial Services Administrator
·Strong administration experience
·Previous experience in a similar role
·Ideally experience within a Financial services environment
In return for your hard work
·Competitive Salary of up to £21k
·Opportunity to further train and exams paid for
·Excellent pension scheme
·Car parking pass
If you have the experience required, please apply now. For any questions, please contact James Overton at gap personnel, Norwich. Please note the opportunity is based in Norwich.
This vacancy is advertised on behalf of gap personnel group (Quattro Recruitment Ltd & Quattro Healthcare Ltd) who operate as an Employment Business. gap personnel group is an Equal Opportunities Employer.
The gap personnel group are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future.
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