Financial Support Administrator / PA
| Job title: |
Financial Support Administrator / PA |
| Sector: |
Financial Services |
| Salary: |
£19,000 - £22,000 |
| Reference number: |
MJ2107 |
| Contract type: |
Permanent |
| Job validation: |
Randstad Job Advertisment |
job description
Our client, a financial advisors with over 20 years of experience are looking for an experienced Personal Assistant / Support Administrator to join their Leeds city centre based office. You will support both a Partner and team of advisors to assist them in providing a first class service to each of their clients within all areas of investment.
Job Responsibilities:
Working closely with the Partners, the jobholder will be ultimately responsible for the provision providing first class documentation to be sent to clients and excellent day to day administration support to the Partners and their own team.
The key customers of the jobholder are the Partners and their Clients. The main priorities are to offer the most efficient and effective service possible, and to deliver excellent client service.
As a Personal Assistant, your duties will include:
- Working closely with partners, you will responsible for the provision of first class documentation to be sent to clients
- All day to day administration support to the Partners and team
- Offer efficient and effective service to assist in delivering excellent client service
- To carry out day to day administration support for the Partners, handling existing client queries wherever possible
- Build a good working relationship with internal departments of the company and externally with clients.
- To build strong working relationships with product providers
- To ensure regular client service by providing valuations and portfolio updates as and when required
- To ensure that all client records are maintained & Regulatory guidelines are followed
- Preparing files for analysis as and when requested by the Legal & Regulatory Department
- To be responsible for ensuring the agency details of the Partners are correct on all client investments, both current and new, in order to increase funds under renewal
- To ensure all client data entry onto the back office systems is accurate, timely and adheres to internal procedures
- To accurately record revenue for the Partner resolving any queries raised by either Finance Department or product providers in a timely manner
- To participate in ad hoc projects and tasks as and when required
- To work provide support for colleagues during times of absence
Preferred Skills:
- Previous experience of undertaking a pensions and investments Financial Support position is preferred
- Fully FPC / CF qualified, or working towards full CF qualification, with an emphasis on CF2
- Good working knowledge and experience of back office systems and procedures
- Experience of working to targeted service standards
- Proven track record in delivering customer satisfaction
- Good knowledge of regulatory requirements
- Evidence of continual learning and development of skills and knowledge
- Experience of working within a high pressure environment
- Good IT skills covering MS Office, MS Outlook, MS Excel and Back Office Systems i.e. Officeweb)
Personal Attributes:
- Excellent interpersonal skills and telephone manner
- High quality of personal organisational skills
- Ability to work within a team environment
- Ambitious and goal orientated
- Adaptable / flexible approach to work within a changing environment
Associated Benefits:
- Death in Service - 4 x Salary
- Permanent Health Protection
- BUPA Medical cover after probation period ends
- 21 days holiday plus Stats
Normal working week is 35 hours Monday to Friday, plus one hour for lunch
To apply, or to find out more information, please click on one of the “apply” buttons
Experienced candidates are asked to confirm their salary expectations as there is some flexibility for the right candidate.
Monday to Friday, plus one hour for lunch
To apply, or to find out more information, please click on one of the “apply” buttons