Administrator (Financial Services) Warwickshire

Recruiter
APR
Location
Warwickshire
Salary
20000.00 GBP Annual
Posted
28 Jul 2017
Closes
25 Aug 2017
Function
Consultant
Contract Type
Permanent
Hours
Full Time

My client is a long established and highly reputable Independent Financial Adviser who specialises in pensions (including more complex types), investments and financial planning for ex pats.

They now seek a further member of the team.

The role would include:

  • File checking - ensuring all core documents are present on file, audit trail is present on file & ATR matches the report
  • File cleanse - tidy up electronic files and remove duplications
  • Disposing of paper copies and storing electronic files for 7 years
  • Annual reviews - preparation of annual review and issuing to the client, making amendments/fund switches as applicable
  • Bi or tri annual reviews - liaising with DFM
  • Professional development - ensure that annual tests are undertaken and admin staff are aware of key changes
  • Administration - assisting the admin team when necessary - new business processing/existing client enquiries when workload requires
  • The role will probably be full time or maybe 4 days per week but can include some flexibility.
  • Excellent opportunity to use your semi compliance/file checking experience within a great environment.