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Cordant People
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Liverpool, Merseyside
Financial Service Administrator
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Job Type: Full-time |
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Overview
Administrator (Preferably with Financial Service Experience) Liverpool City Centre Salary: Negotiable Start Date: TBC Full-time, Permanent role: Mon-Fri Are you someone with a can-do attitude and a background in Financial Administration? Would you like to work in Liverpool City Centre? Do you have a strong attention to detail? My client is looking for an Administrator, preferably with financial experience to assist the financial advisers and paraplanners within the business. Responsibilities: Processing new business & servicing existing clients Data entry of client information Scanning & printing documentation Preparing documents for client meetings Sorting and distributing post General administrative duties Ensuring compliance is adhered to including: Financial Services and Markets Act 2000 and the relevant FCA rules TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) Liaising with clients & stakeholders Writing Letters of Authority Follow ethical standards Skills & Requirements: Can use technology competently Background in Administration Understanding of Investments, Pensions & Protection Understanding and ensuring compliance with the FCA regulations and disclosure roles Be able to liaise with clients and stakeholders Person Specification: Excellent communication skills Can work in a team and independently Customer focussed Professional appearance Experience within financial services (would be preferable) Excellent IT skills Cordant Group is an equal opportunities employer