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Vacancy: Financial Services Administrator

Post: Financial Services Administrator
Salary: £16,000 -£20,000 p/a based on experience, full-time (potential for pro-rata, minimum 20 hours required)

Hours: Office Hours 37.5 hours p/w
30 minutes lunch break
20 Days (140 hours) holiday entitlement excluding Bank Holidays
Open Hours Monday – Friday 9.00am – 5.00pm

Responsible to: Director – Mark Jones

As the company continues to grow at pace, we are looking to recruit a Financial Services Administrator to join our dynamic team here at Jones and Co in Chesterfield town centre.

Job Summary:

The successful candidate will be responsible for supporting the Director and Financial Advisors in the office with all aspects of administration.


Main responsibilities:

  • Contacting clients to confirm appointments for advisors and ensuring that a welcome pack is ready for the initial meeting
  • Reviewing client information, inputting data on Intelligent Office and preparing a new file for document collation
  • Printing financial reports and various advisor research documents in readiness for client appointments
  • Contacting clients to update personal contact details or to action requests such as a withdrawal from an investment/pension or supporting clients with provider banking information for increasing funds
  • Delivering a ‘front of house’ service for visitors and clients to the business
  • Handling incoming and outgoing calls in a professional manner and directing to the most appropriate individual
  • Supporting compliance procedures in administration
  • Ensuring that knowledge and competence stay up-to-date by completing and successfully passing the necessary web learning provided
  • Maintaining client database. This will need a high level of confidentiality and adherence to the code of practice including data protection rules within the industry
  • Filing of documents and maintenance of recording accurate client details on the database
  • Supporting the accurate capture of lead sources including distribution of leads
  • Providing general office duties, including photocopying, scanning, faxing, emails, ordering of stationery, advertising materials, letters, reports, post etc.
  • Managing petty cash and accurate recording and reconciliation of the account
  • Liaising with Pension/Investment/Protection providers to obtain relevant documentation for the advisor to progress the client file
  • Supporting marketing activities such as involvement with the website and social media
  • Consistently demonstrating a professional manner alongside the Director and Advisors
  • Maintaining the offices to a clean and tidy standard, including raising any concerns that need addressing
  • Preparing for quarterly one-to-ones and annual appraisals
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