Financial Services Administrator (Adcock Financial)

Farnsfield, Nottinghamshire

Adcock Financial

Job Description

Adcock Financial have an exciting new opportunity for a financial services administrator to support our growing team. This is a full-time role based in Farnsfield, Nottinghamshire.


We are looking for a hard working dedicated individual where exceptional customer service and attention to detail are at the heart of what they do. The ideal candidate will have financial services experience.

The successful applicant will get to work on a wide variety of projects and help the future of Adcock Financial.


Responsibilities


  • Creating client valuations

  • Maintaining the back-office system and client records

  • Processing new business and tracking to completion

  • Liaising with providers for updates and information requests

  • Arranging client meetings

  • A range of other projects and duties, supporting the Paraplanner and Adviser in their roles

  • Protection quotes, illustrations and application


Essential requirements


  • Experience within the financial services sector

  • They must be conversant with Microsoft applications, including Word, Excel and Outlook.

  • Strong self-organisation and time management skills

  • Ability to prioritise work and meet deadlines

  • Works well within a team as well as individually

  • Excellent communication skills


Desirable requirements

  • Administration experience in a financial services company

  • Knowledge of financial services back office systems

  • Knowledge Cashcalc

  • Confident using a variety of provider client management systems

  • Experience with Transact and Standard Life Wrap Platforms together with other platforms and provider systems


Benefits


  • Mixture of home and office working can be available after completion of the induction process

  • Salary £21,000 - £24,000 per year depending on experience

  • Employer pension contributions matching that of the employees, up to 5%

  • Death in service benefit

  • This post is for 37.5 weekly hours from Monday to Friday, start and finish times negotiable


Contact


Please send your CV and covering letter to becky@adcockfinancial.co.uk