Financial Services Administrator

My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional. My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being. My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services. You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients. Requirements * Great organisational skills – ability to prioritise and manage own workload * Experience in Financial Services, working in a similar role * Ideally holding or working towards professional qualifications * Good communication skills, able to deal with clients, support colleagues and challenge providers * Knowledge on anti-money laundering, TCF and compliance procedures * IT skills and use or Intelligent office or similar Responsibilities: * The preparation of New Business files * The submission of new business applications * Ongoing management of existing client bank – including preparing portfolio reports/client review documents * Client change of agency and information gathering * Client support, processing trades and answering client queries * Liaising with advisers and paraplanners throughout the process * Updating the back office system and keeping files and records up to date * PA work – managing advisers diary, booking client appointments and deal with adviser emails. * General office admin – scanning, answering the telephone, processing post What my client can offer you * Competitive Salary with KPI based bonus scheme * Career progression opportunities * Family run business environment Benefits My client provides support with R0 exams both financially and in terms of study support 25 days holiday + BH My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home. Pension