Financial Services Administrator

My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional.My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being.My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services. You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients.RequirementsGreat organisational skills - ability to prioritise and manage own workloadExperience in Financial Services, working in a similar roleIdeally holding or working towards professional qualificationsGood communication skills, able to deal with clients, support colleagues and challenge providersKnowledge on anti-money laundering, TCF and compliance proceduresIT skills and use or Intelligent office or similarResponsibilities:The preparation of New Business filesThe submission of new business applicationsOngoing management of existing client bank - including preparing portfolio reports/client review documentsClient change of agency and information gatheringClient support, processing trades and answering client queriesLiaising with advisers and paraplanners throughout the processUpdating the back office system and ..... full job details .....