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Financial Services Administrator

, | Full-time | East Midlands, Grantham

We are looking for a Financial Services Administrator to join our experienced team of financial planners based in Grantham, Lincolnshire.

What does this role involve?

As a Financial Services Administrator, you will be focussed on client service, with a keen eye for detail and a strong work ethic, and have an ability to work well within compliance and industry regulations.

Key accountabilities

We encourage applicants of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities.

Record keeping

Record keeping is vital to the role and you will be confident in gathering data and writing clear reports and keeping track of invoices, tax payments and reimbursements.

Data management

You will be proficient in creating, maintaining and updating client information and records on our database system (Intelliflo) and be diligent in recording work in progress.

Administrative tasks

Dealing with telephone and email enquiries in a timely manner on a day-to-day basis, you will handle incoming post, filing to our digital systems, organising and sending outgoing post. Day-to-day you will manage a Financial Planner’s diary and schedule client appointments and internal meetings.

Skills and experience

To excel in this role you will need excellent organisational and time management skills and a professional and friendly manner. You will be able to use your own initiative and be able to prioritise tasks independently, with a strong attention for detail:

  • Excellent listening skills and able to provide clear verbal and written communication.
  • Previous knowledge or use of Microsoft Office products
  • Knowledge of the Intelliflo system desirable
  • Basic knowledge of the financial services sector
  • Some knowledge of the FCA and record-keeping requirements is preferred.

Join our team

The Duncan & Toplis group develop talent and encourage ambitious individuals to progress their careers and expand their professional and personal development, whilst always ensuring we put our values at the forefront of everything we do.

Apply for this role


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