Are you a detail-oriented and proactive professional with a passion for financial services administration? If so, we have an exciting opportunity for you to join our dynamic team as a Financial Services Administrator for our client based in Norwich. This role can be full-time or part-time over 5 days per week.
Key Responsibilities:
- Letter of Authority Management: Issue and chase letters of authority efficiently to facilitate smooth communication with external parties.
- Client Interaction: Proactively chase financial information from clients, handle client telephone calls, answer basic queries, and refer more complex matters to advisers as needed.
- Network Administration: Liaise and collaborate with the networks admin team, ensuring seamless communication and cooperation.
- Adviser Support: Provide support to advisers, potentially assisting with FE analytics and pension reports. Assist new advisers in getting registered on platforms.
- Client Meetings: Prepare and book client review meetings, including organising relevant paperwork. Manage diaries and book initial meetings for advisers.
Skills and Qualifications:
- Financial Services Knowledge: A solid understanding of financial services administration, including experience with letter of authority processes, client interaction, and adviser support.
- Organisational Skills: Proven ability to manage diaries, schedule appointments, and coordinate meetings efficiently.
- Communication Skills: Strong written and verbal communication skills, with the ability to interact professionally with clients and internal teams.
- Proactivity: A proactive approach to chasing information and resolving issues, with a keen eye for detail.
- Tech Savvy: Proficiency in relevant software and tools.
- Client Focus: A customer-centric mindset, ensuring excellent service delivery and responsiveness to client needs.
Please apply online or contact Sam Holt at Big Sky Additions for further information.