Financial Services Administrator

Financial Services Administrator

Harrogate, within easy access of bus and train station

Salary £20,000 - £23,000 depending on experience

An outstanding opportunity has arisen to join a successful and thriving Financial Advice business based in Harrogate. Priding themselves on their exceptional levels of service, and high-quality standards, you will be a part of a team who truly have the customer’s individual needs at the heart of everything they do.

The role is a varied and interesting administration position, in which you will have the opportunity to showcase your superb customer service skills, building strong, long-lasting relationships with clients, whilst also carrying out a wide range of administrative and systems-based tasks in support of a busy team.

This role would involve working in a small business environment. The responsibilities of the post are
broad. They encompass these essential daily tasks; managing the telephone, post and generic email;
entering and maintaining the accuracy of client data in the Client Relationship Management (CRM)
software; and assisting the Advisers preparing for and documenting client appointments and
financial advice services.

Client confidentiality is vital, and compliance with the requirements of the Financial Conduct Authority is, of course, of the utmost importance.

Your key duties will include:

• To act in a professional manner with staff, business associates and clients
• To build rapport with existing and prospective clients
• To maintain client confidentiality
• To answer the main telephone, answer queries, forward calls or take messages as
  appropriate
• To receive, distribute or scan and electronically file incoming post
• Processing all new business across private (and some corporate) advice
• Obtaining quotations
• Valuations
• Liaison with product providers, consultants and clients and handling all on going servicing queries
• Establishing and maintaining files and records – data management to operate the company’s CRM and workflow management (WFM) systems
• To create and maintain clients’ records in the CRM system
• To strive to ensure the completeness and accuracy of data added to the CRM and WFM
  systems
• To assist the Advisers in preparation for client meetings, and documenting Financial Advice Services provided, excluding any aspects of analysis, research, and recommendations that are the specific responsibility of the Advisers
• To keep abreast of changes to and comply with relevant Financial Conduct Authority
  regulations

This is a dynamic and rewarding role in which you will have the opportunity to further develop your existing administrative and technical skills in a busy and friendly office. Experience of working in a similar role, within Financial Services, specifically an IFA, would be a great advantage.

In return you will be fulfilling a rewarding role, within a close-knit team. You’ll receive a generous salary and benefits package and will have the opportunity to learn and to develop your existing skillset, being supported along the way.

You will have a demonstrable background providing first-rate standards of customer service. You’ll need a genuinely “can-do” approach and will have the desire to learn and progress your skills.

Any previous experience of using iO software would be an advantage but if you’ve used other systems and packages and have strong IT skills, training can be provided.

If you are a quick learner, with the ability to produce high quality, accurate work, have an excellent telephone manner and outstanding communication skills, this could be the role you’ve been waiting for.