Financial Services Administrator (Corporate)

London - full time (6m)

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Get in touch with our HR team (no recruiters please).

The Role
 

The role will be suitable to someone who has a background as an administrator within the financial services industry, either working for an IFA or an Insurance Company.  You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration would be preferable.  

Knowledge, Skills & Experience Required
 

The Financial Services Administrator role requires an individual who is experienced in working to deadlines, prioritising workload and providing a high level of customer service at all times. 

To be successful in the role of Financial Services Administrator, you will have at least a years experience within the financial services; technical knowledge, and have gained the relevant experience noted above. 

The Financial Services Administrator should have a current working knowledge of:

  • Providing comprehensive support to senior financial advisers. 
  • Pension Scheme administration for corporate schemes – set up of the scheme/ member enquiries/ completing compliance documentation 
  • Desirable - Submitting new business and dealing with Private client admin i.e. ISA top ups/ OEIC set ups/reviews packs.
  • You will be computer literate with the ability to use Microsoft Office, have a good working knowledge of Excel software and some experience of using Intelligent Office (Iress) or Enable (Creative Technologies) would be an advantage.  

Qualifications

Educated to A Level, with at least 5 GCSE’s, including Mathematics and English, is preferred. 

We offer a range of employee benefits which includes 23 plus days holidays, Company Pension Scheme, Private Medical Insurance, 4 x Death in Service

LEBC is incredibly supportive in ensuring that we do the right thing for our clients and focuses on offering colleagues the opportunity to progress. I wouldn’t want to be anywhere else.

Simon O'Connell

Branch Head

LEBC are constantly investing in the future of the business, be it through new technology or in supporting staff, particularly with their career progression, or in seeking professional qualifications.

Adam Walsh

Client Account Manager

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