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My client is a national Financial Advisory firm providing financial advice and solutions to both private and corporate clients, through a network of offices throughout UK.
We are urgently seeking an Investment Administrator to join the existing Administrative teams based in the Leicester offices, generally you would be responsible for supporting both the Directors and the Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients and internal stakeholders.
Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.
We would ideally be seeking someone with 2-3 years experience working within an Administrative role within Financial Services, who has a desire to build a career in the longer-term within Financial Advice and Financial Planning. It would be to your advantage if you have an any knowledge or understanding of investments pensions, life assurance, permanent health insurance and personal tax, it would also be to your advantage if you have started any studies related to Financial Advice or Financial Planning i.e. Diploma in Financial Planning (RO1, RO2, RO3, RO3, RO4, RO5, RO6).
£18-24k +bens +training
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