Financial Services Administration - Team Support - Private Client

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