Financial Services Administrator

Updated: April 27, 2024 03:50 AM GMT

Zoop Recruitment

Market Harborough

We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our client. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.

The ideal candidate will work from our Market Harborough, but with the ability to work from home.

Key Accountabilities Include
• Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
• Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed.
• New Business Submission: use client database to track new business and current position, updating planner accordingly.

Person Specification

Knowledge
• Must have excellent understanding of the financial planning process.
• Must have excellent communication skills and telephone... More Detail