Administrator Job in Godalming, Surrey

Administrator Job in Godalming, Surrey. Apply for the latest Godalming, Surrey jobs in Accounting/Financial/Insurance.

Administrator Job in Godalming, Surrey

Job Description
Qualifications: A minimum of CF1 or equivalent and 2 years’ experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.

Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel.

Tasks and responsibilities

* Carrying out admin tasks in support of the sales process and client review process.

* Communicating effectively with clients by letter, e-mail and telephone regarding their business with my client

* Shows initiative and judgement when administering work.

* Is organised and prioritises work well.

* A good understanding of the sales process and client review process.

* Ability to use back office systems such as Intelliflo and to maintain the client records on them.

* Understanding how investment platforms work and how to read fund valuations in client portfolios.

* Maintaining client files and record keeping to a good quality.

* Understanding the compliance issues, guidance, manual, logs and processes.

* Completing quarterly on-line training in anti-money laundering, data protection, fraud awareness, treating customers fairly and other relevant compliance issues.

* Complying with the conduct rules within the Certification Regime.

* Processing of new business applications, including checks to confirm the documentation is correct.

* Opening and distributing incoming post and franking and sending outgoing post.

* Understanding the regulator requirements relating to independent financial advisers.

* Creating and processing fund switch reports.

* Investment Reviews kept up to date and completed accurately.

* Attending internal and external training events as appropriate.

* To undertake other duties as reasonably required and directed.

Benefits

* A highly competitive financial package including salary reflecting experience and ability, pension scheme on a non-contributory basis and medical insurance.

* Personal development- help developing your role, exam support including guidance, study leave and the cost of study texts and booking the exam met by employer.

* Internal training to understand back office systems, products and processes.

* Time off given for CPD for events relevant to role

Job Type: Permanent, Full Time
Location: Godalming, Surrey
Category: Accounting/Financial/Insurance
City: Godalming
County: Surrey
Country: United Kingdom
Salary: £20000 – £32000/annum + Commission/ Bonus
Benefits: Commission/ Bonus