Central Administrator

The Role

Fairstone is recruiting for a central administrator to begin working from our City office in London alongside a further two other administrators for multiple advisers.

Responsibilities

The ideal person

Qualifications

Research a broad range of financial products across all financial sectors.
Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process.
Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and adviser accordingly.
Sending Letters of Authority, collate and evaluate client policy/investment/pension.
Researching products and funds using software such as Defaqto and FE Analytics.
Create and maintain client files and enter details onto back office database.
Submitting Business on internal and external systems.
Prepare paperwork for pre sale and post sale.
Maintain regular contact with clients, booking clients in for annual reviews and management of review process.
New business processing and submission to business quality, submitting onto external and internal systems.
Monitoring of trail fees, consolidation of correct amounts from correct providers and Fairstone payment.
Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up.
Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products.

Ability to build strong working relationships with both the IFAs, and the rest of the team.
Previous experience of working within a similar role within a financial services business is desirable.
It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
You must be happy to work on your own and as part of a team and have excellent time management skills.
Good IT skills including Office 365.
Capable of meeting deadlines and being able to prioritise effectively.
Good telephone manner.