Financial Services Administrator

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice. My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team. Working hours - Monday to Friday - initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home). Total Hours per week-37.5 hours Main Responsibilities Summary of Role You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators. Handle day to day post routines including: - Scanning and filing relevant post Franking and preparing post out General Office Duties including: - Answering calls and taking messages Dealing with client queries Updating ''task'' management system Updating my clients back-office system Welcoming visitors, making refreshments Managing adviser''s appointments Adviser Support including: - Requesting and collating plan information Assisting in client meeting preparation Preparing client letters and illustrations Liaising with clients and providers Ongoing Client Reporting and Review Documentation including: - Producing and sending portfolio reports to clients Preparing review documents for adviser ..... full job details .....