Job Administrator Cheshire Holborn Assets Ltd - job offers

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Job title: Administrator

Job description:
KEY JOB TASKS AND SKILLS Experienced Financial Services Administrator Purpose of the role To provide administrative support to financial advisers dealing with individual and corporate life assurance, pensions and investment clients in the UK and overseas. Skills and knowledge ·       Minimum GCSE or equivalent grades C or above in Maths and English. Progress with Financial Services exams would be an added bonus. ·       Competent with Microsoft Office, (especially Word, Excel, Outlook), Skype, Product Provider websites ·       Previous IFA administrator experience ·       Previous experience using IFA back office systems ·       Reasonable administrative knowledge of insurance, pensions and investment products ·       Able to work in an organised manner under pressure ·       Capable of operating without day to day supervision Responsibilities   * Adhere to company’s rules and regulations and FCA legislation * Submission and recording of new business * Monitoring and follow up of new business and other client related transactions * Verification that all compliance requirements for new business submission have been met * Liaison with product providers to ensure that new business and other client transactions have been implemented * Liaison with clients to facilitate transactions/arrange appointments for advisers * Organise and set up client review meetings * Prepare client files for adviser review meetings * Commission/Fee reconciliation * Maintenance of client files * Recording and organising new leads * General office admin duties

Minimum salary: 16500

Maximum salary: 20000

Employer Name: Holborn Assets Ltd

Job short description: Financial and investment advisers

Country: United Kingdom

Region: Cheshire

Contract duration: Permanent

Contract type: Full time

Required education: Compulsory Education / Professional Initiation

Experience: Between 2 and 5 years

Source of job offer:
Department for Work and Pensions, Public Employment Services, United Kingdom

How to apply: Other - see free text

Salary currency: GBP

Salary period: Annually

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