Our client is an extremely successful and well-established financial planning organisation; they are currently expanding our team and recruiting for an experienced Financial Services Administration Manager.
Duties include:
Producing and prepopulating application forms
Obtaining illustrations and key features documents
Submitting new business applications
Dealing with income and withdrawal requests
Rebalancing investment portfolios
Submitting requests for fund switches
Updating our new business register
Documenting business submissions using our tasks and workflows
Evidencing submissions have been transacted correctly on our electronic filing system
Liaising with clients when submissions are complete.
Skills and experience required:
Experience / Knowledge of financial services back-office systems (such as Plannr, Adviser Office, Intelligent Office, or Xplan)
Investment platforms such as Fidelity, Nucleus, and Wealthtime
Pension and investment companies such as Aviva, Standard Life, and InvestAcc
Financial services administration procedures
Submitting business via investment platforms
MS Office
Hours: 9am-5.30pm Monday to Thursday and 9am-5pm Friday
Benefits: 25 days holiday (plus bank holidays), generous company pension 8%, hybrid working available (3 days in office and 2 from home), company laptop and life insurance.