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.
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.
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