At a Glance
- Tasks: Join our Business Support team to manage client needs and deliver top-notch service.
- Company: Leading financial planning firm with a focus on client satisfaction.
- Benefits: Competitive salary, generous leave, private medical cover, and lifestyle perks.
- Other info: Hybrid working model with excellent team support and development opportunities.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Strong planning, organisation skills, and a friendly telephone manner.
The predicted salary is between 30000 - 32000 £ per year.
Contract: Permanent
Location: Farnborough, Hybrid
Salary: A competitive salary up to 32k, depending on the experience you can bring.
As one of the UK’s leading financial planning firms, we’re proud to be a trusted partner to individuals, families, trustees and businesses across the country. Our highly qualified advisers support thousands of clients every year, helping them make confident financial decisions and plan for a secure future.
This is an opportunity to join the Business Support team which is a centralised administration function and client servicing unit performing end to end processing and management of our client needs. The Business Support team is client and adviser centric. A key requirement is that the team are working together with the advisers and other departments (e.g. Paraplanning and Compliance) to deliver the highest quality client experience.
Key Responsibilities include:
- Work as part of the Business Support Team to support Origen Propositions.
- Provide Premium Support Advisers with any additional requests when required, managing this in a timely manner.
- Update our back office system, to ensure accurate client data and information throughout the process.
- Maintain fully compliant files making sure all documents are held on the Origen Document Management/workflow and diary system in a timely manner to allow instant access to all staff within Origen.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
- Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
- Processing work effectively and accurately to ensure Origen Client Services are managed in a timely manner as well as focus on achieving Origen targets.
- Build relationships with clients, advisers and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
- To participate in project related work, working as one team to meet company goals and targets.
- To provide support to your colleagues where workloads need to be spread across the team to reach team goals.
We’d love to hear from you if you have:
- Excellent planning and organisation skills
- A professional pleasant telephone manner
- Good administration skills
What’s in it for you?
- We ask you to contribute 3% of your salary to your pension and we’ll put in 6%.
- 25 days leave per year (including bank holidays, pro-rated for part-time).
- We also offer private medical cover, life assurance, critical illness cover, income protection, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives.
The legal bits:
We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.
Servicing Administrator Origen Financial Services in Farnborough employer: Origen Financial Services Limited.
At Origen Financial Services, we pride ourselves on being an exceptional employer, offering a supportive and collaborative work culture in Farnborough. Our commitment to employee growth is evident through comprehensive benefits, including a competitive salary, generous pension contributions, and extensive lifestyle perks, all designed to help you thrive both personally and professionally. Join our dedicated Business Support team and be part of a company that values your contributions while providing the opportunity to make a meaningful impact in the financial planning sector.
Contact Details:
Origen Financial Services Limited. Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Servicing Administrator Origen Financial Services in Farnborough
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We think you need these skills to ace Servicing Administrator Origen Financial Services in Farnborough
Some tips for your application 🫡
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How to prepare for a job interview at Origen Financial Services Limited.
✨Brush Up on Financial Analysis Skills
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