gs

Career Cross Limited

Posted

8 days ago

description

Financial Services Administration Manager – Sheffield - £32k - £36k plus excellent benefits

Our client is an extremely successful and well-established financial planning organisation; they are currently expanding our team and recruiting for an experienced Financial Services Administration Manager.

Duties include:

* Producing and prepopulating application forms

* Obtaining illustrations and key features documents

* Submitting new business applications

* Dealing with income and withdrawal requests

* Rebalancing investment portfolios

* Submitting requests for fund switches

* Updating our new business register

* Documenting business submissions using our tasks and workflows

* Evidencing submissions have been transacted correctly on our electronic filing system

* Liaising with clients when submissions are complete.

Skills and experience required:

* Experience / Knowledge of financial services back-office systems (such as Plannr, Adviser Office, Intelligent Office, or Xplan)

* Investment platforms such as Fidelity, Nucleus, and Wealthtime

* Pension and investment companies such as Aviva, Standard Life, and InvestAcc

* Financial services administration procedures

* Submitting business via investment platforms

* MS Office

Hours: 9am-5.30pm Monday to Thursday and 9am-5pm Friday

Benefits: 25 days holiday (plus bank holidays), generous company pension 8%, hybrid working available (3 days in office and 2 from home), company laptop and life insurance.

Keywords – financial services, financial services manager, financial services admin, Plannr, Adviser Office, Intelligent Office, Xplan, Fidelity, Nucleus, Wealthtime, Aviva, Standard Life, InvestAcc, investment funds, investments, pensions, portfolios, Sheffield, Hybrid, South Yorkshire

location

Sheffield, South Yorkshire