Job Vacancies

Junior Financial Services Administrator, Cardiff

  • Location: Cardiff
  • Duration: Ongoing
  • Salary: £23,000.00
  • Start date: As soon as possible
  • Job Type: Permanent
  • Sector:
  • Posted:

Job Description

Junior Financial Services Administrator

Salary – £23,000 – £25,000 



23 days holiday plus day off for your birthday – days will increase to 25 once you have completed 3 years employment

Pension – 4% of basic salary – non contributory

We are looking to recruit a Financial Services Administrator to join our client in Cardiff.

Job Purpose:

  • To have previous administration experience would be a bonus
  • Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
  • Willingness to develop knowledge of products and related issues through formal and informal learning
  • Good communication skills (written and verbal) that are effective and meet business needs
  • Ability to prioritise and organise own workload
  • Ability to work under pressure and to deadlines
  • Accuracy of work and attention to detail Key Responsibilities
  • New business submission and tracking to conclusion
  • Day to day client management, processing any queries which may arise
  • Processing Investment trades, Fund switches and Contribution/Income requests and adjustments – in-house training will be provided
  • Liaising with clients, product providers and other relevant third parties
  • Ensure back-office system is kept up to date including client and provider data
  • Issue Letters of Authority and chase for policy information
  • Knowledge of Xplan (back-office system) would be a benefit but in-house training will be provided
  • Obtaining illustrations and supporting literature
  • Understand and adhere to Company procedures and policies and the requirements of the FCA Standards and Rules.

What New Directions Commercial offers:

  • A dedicated and expert account manager
  • Competitive pay rates
  • Potential long-term and permanent roles
  • Full compliance with the Agency Workers Regulation (AWR)
  • A network of branches across the UK
  • Recommend-a-friend scheme

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