Financial Services Administrator

JRRL have an exciting opportunity for an experienced Financial Services Administrator to join a professional and supportive financial advice firm in Westerham. The company provides personalised financial planning and investment advice to individuals, families and businesses. The successful candidate will support Financial Advisers and help ensure clients receive an efficient, friendly and responsive service.After successfully completing probation, there may be the opportunity to work 8:30am to 5pm, with a 45-minute unpaid lunch break and every second Friday off. The working-from-home day is not fixed.Duties for the Financial Services Administrator: Providing day-to-day administrative support to Financial AdvisersPreparing and processing client documentation and new businessSupporting ongoing client servicing and annual review administrationLiaising with clients, financial providers and other professional contacts by phone, email and letterObtaining information from investment, pension and insurance providersMonitoring outstanding requirements and progressing cases within appropriate timescalesPreparing documentation for client meetings and following up on agreed actionsMaintaining accurate client records, internal systems and audit trailsProcessing authorised client instructions and transactions accuratelyFollowing company procedures and regulatory requirements, including Consumer DutyHandling personal and financial information securely and confidentiallyIdentifying and ..... full job details .....