Financial Services Administration - Team Support - Private Client
Posted 3 days 18 hours ago by Service Service Employment Agency Limited
Do you have experience of working in a regulated environment , e.g. financial planning, banking, pensions, investments, do you want to work for a personable, engaging and rewarding organisation, then please read on
My client is an award winning advice firm with offices across Norfolk and Suffolk, they have been established for almost forty years.
My client is seeking a Financial Services experienced candidate who has spent time working in private client. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially.
Role Purpose
You will provide administrative support to the Private Client team, to ensure that they have timely and accurate information.
To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems.
Key Responsibilities
- To generate quotes from various providers
- To assist in the formatting of data from clients and eligibility, and upload for scheme processing
- To prepare meeting packs for consultants, including governance meetings
- To complete post meeting housekeeping - including actions and updating systems where directed.
- To assist with administering new and existing schemes and respond to scheme queries
- To provide general administrative support to Employee Benefits team members, working closely with business support colleagues
- To maintain and update your own talent development record, ensuring objectives are up to date and impact of any training is recorded
Personal specification
Qualifications
GRID foundation level training in Group Risk Insurance (desirable)
R01 (desirable)
Knowledge
Pensions, group risk or healthcare (desirable)
Insurer offers (desirable)
Pension provider systems (desirable)
Skills and abilities
Attention to detail/accuracy
Computer literate
Data management skills
Analytical skills
Good organisation and prioritisation
Time management
Ability to build and maintain relationships
Communication - written and verbal
Ability to follow rules and procedures
Team working
Personal attributes
Behaving in a professional manner
Trust and integrity
Curiosity and willingness to learn and improve
Training
All professional exams paid for
Personal study plans for CII professional qualifications
Paid study leave
Study books and resources paid for
Benefits
29 days holiday (exclusive of BH) + office closed between Christmas and New Year + Birthday off
5% of salary pension contribution
Flexible working
Profit Share
Social events
Free parking
Free drinks/fruit
Cycle to work
Length of service recognition
Discounted legal services
Life cover and income protection
Healthcare cash plan
Private health care scheme