0191 486 2684 hello@robinsonfinancial.co.uk

Robinson Financial Careers

Administrator - Financial Services


Salary: £Competitive

Job Type: Permanent / Full Time

An exciting opportunity has just been created for an administrator to join a national financial services firm at their Kingsbridge location.

Experience of working in financial services is preferred, but administrators from other industries will be considered.

Hybrid working will be considered

Role Summary

General Administration – supporting Paraplanners and Advisers with general administration, such as printing, filing and gathering information (from providers and clients).

Post handling – opening post, scanning and distributing as required.

Valuations – using back-office and online systems to provide periodic valuations for clients.

Liaising with Providers – various activities including valuations, new business, information and general administration.

Back Office systems – using a range of office systems to support the business and client records.

Record Keeping – ensuring that client records are kept up to date.

Annual Reviews – support to Advisers and Paraplanners in preparing client annual reviews.

Filing – electronic and paper files maintained correctly.

New Investments/Pensions – processing new applications/cheques/online payments etc.

New Insurance Policies – processing new applications/cheques/online payments etc.

Withdrawals – processing paper and electronic withdrawal instructions and updating records.

Compliance – adherence to compliance guidelines.

Fee reconciliation – checking that fee payments due are received and allocating appropriately.

Client meetings – greeting clients, providing refreshments and supporting Advisers as required.

The Ideal Person

§ Financial Services administrative experience in a fast-paced business would be an advantage

§ Proactive

§ Attention to detail

§ Flexible

§ Good at building relationships


§ £Competitive

§ 25 days’ holiday plus bank holidays

§ Additional day holiday for your birthday

§ Enhanced Maternity, Paternity & Adoption Policy

§ Death in Service, 4 x salary

§ Opportunity to purchase additional annual leave up to 5 days

§ Auto enrolment – Royal London pension scheme – Employee 5%, Employer 4%

§ Ride to Work Scheme

§ Corporate Eye Care Scheme – Specsavers

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