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…

\n

My client is an award winning advice firm with offices across Norfolk and Suffolk, they have been established for almost forty years.

\n

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.

\n

Role Purpose

\n

You will provide administrative support to the Private Client team, to ensure that they have timely and accurate information.

\n

To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems.

\n

Key Responsibilities

\n

\n
• To generate quotes from various providers
\n
• To assist in the formatting of data from clients and eligibility, and upload for scheme processing
\n
• To prepare meeting packs for consultants, including governance meetings
\n
• To complete post meeting housekeeping - including actions and updating systems where directed.
\n
• To assist with administering new and existing schemes and respond to scheme queries
\n
• To provide general administrative support to Employee Benefits team members, working closely with business support colleagues
\n
• To maintain and update your own talent development record, ensuring objectives are up to date and impact of any training is recorded
\n

\n

Personal specification

\n

Qualifications

\n

GRID foundation level training in Group Risk Insurance (desirable)

\n

R01 (desirable)

\n

Knowledge

\n

Pensions, group risk or healthcare (desirable)

\n

Insurer offers (desirable)

\n

Pension provider systems (desirable)

\n

Skills and abilities

\n

Attention to detail/accuracy

\n

Computer literate

\n

Data management skills

\n

Analytical skills

\n

Good organisation and prioritisation

\n

Time management

\n

Ability to build and maintain relationships

\n

Communication - written and verbal

\n

Ability to follow rules and procedures

\n

Team working

\n

Personal attributes

\n

Behaving in a professional manner

\n

Trust and integrity

\n

Curiosity and willingness to learn and improve

\n

Training

\n

All professional exams paid for

\n

Personal study plans for CII professional qualifications

\n

Paid study leave

\n

Study books and resources paid for

\n

Benefits

\n

29 days holiday (exclusive of BH) + office closed between Christmas and New Year + Birthday off

\n

5% of salary pension contribution

\n

Flexible working

\n

Profit Share

\n

Social events

\n

Free parking

\n

Free drinks/fruit

\n

Cycle to work

\n

Length of service recognition

\n

Discounted legal services

\n

Life cover and income protection

\n

Healthcare cash plan

\n

Private health care scheme