Job Details

Job Title: Valuations Administrator

Industry: Financial Services

Location: Salisbury

Salary: £20,000 to  £23,000

Job Description:

Recruit UK are working on an excellent opportunity for a Valuations Administrator in Salisbury to join a Financial Services company.

This role will be to provide a valuation support service to all advisers within the company, enabling the adviser to track performance and carry out full client reviews as part of their ongoing client service.

The purpose will be to understand the back office system, update and maintain accurate data both manually and electronically. You’ll be required to produce a suite of reports to form the client valuation pack and ongoing internal reporting tracking productivity and the team’s performance. Essential to this will be adhering to strict FCA regulations and internal policy and procedure.

 

Key Responsibilities:

Valuation function:

  • Ensure client reviews are completed in a timely manner on a quarterly, half-yearly or annual basis depending on the requirements of the adviser and client categorisation
  • Carry out ad-hoc valuation requests either for client meetings or for the adviser’s own review purposes
  • Handling telephone calls from colleagues and clients in respect of any queries they may have about their valuation
  • Distinguish between a query which must be directed to the paraplanner/adviser and queries that can be dealt with directly by the valuation administrator
  • Confident in calling providers and liaising with 3rd parties for valuations on specific plans on a regular basis
  • Liaising with advisers across the business and building good relationships
  • Good knowledge in all provider online sites to obtain direct valuations and portfolio information
  • Maintain work management reports of all valuations completed, and use this tool to oversee all valuations have been checked by the adviser before being subsequently sent out to the client
  • Become conversant in our back office system/tools including Financial Express
  • General broad knowledge of the products and providers available on the open market

 

Office services:

  • Answer telephone calls in a professional and timely manner, dealing with incoming enquiries and taking the appropriate action
  • Meet and greet clients – arrange refreshments and catering (when applicable)
  • Maintain the comprehensive document management system
  • Maintain and arrange a smart, tidy office

 

General

  • TCF – Treating customers fairly, to pay due regard to the interests of clients and treat them fairly in line with the TCF Mission Statement
  • FCA Obligations – to operate within the firms own designated compliance procedures and the relevant FCA rules
  • Continued personal development through mandatory company training programmes

 

Communication

  • To develop and maintain good working relationships with your colleagues in order to provide an efficient and effective service

Other ad-hoc duties as and when required

 

What’s in it for you:

  • Salary £20,000-£23,000
  • Generous Benefits Package including – discretionary bonus, parking, contributory pension scheme, 25 days paid holiday per annum in addition to bank holidays, income protection plan.

 

Skills and experience required:

  • Able to respond and adapt to changes in work priorities, reaching tight deadlines
  • Experience within an accounts / administrative role, preferably within financial services
  • 5 GSCEs or equivalent. A-level / BTEC National qualifications desirable
  • Good communication skills, both oral and written
  • Good knowledge of Microsoft Office, particularly Excel
  • Strong planning and organisational skills
  • Accuracy and attention to details are key
  • Able to identify process improvements and greater efficiencies
  • Strong team player but also able to work independently and use initiative
  • Customer focused, ensuring positive customer experiences is at the core of all activities undertaken

 

Recruiters contact info:

Name: Angharad Jones

Email: angharad.jones@recruitukltd.co.uk

Tel: 01179170413

Whatsapp/mobile: 07399163970

Job Reference: 13229

 

 About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are currently representing a Valuations Administrator role in Salisbury to join a Financial Services company.

 

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

Job Title: Valuations Administrator

Industry: Financial Services

Location: Salisbury

Salary: £20,000 to  £23,000

Job Description:

Recruit UK are working on an excellent opportunity for a Valuations Administrator in Salisbury to join a Financial Services company.

This role will be to provide a valuation support service to all advisers within the company, enabling the adviser to track performance and carry out full client reviews as part of their ongoing client service.

The purpose will be to understand the back office system, update and maintain accurate data both manually and electronically. You’ll be required to produce a suite of reports to form the client valuation pack and ongoing internal reporting tracking productivity and the team’s performance. Essential to this will be adhering to strict FCA regulations and internal policy and procedure.

 

Key Responsibilities:

Valuation function:

  • Ensure client reviews are completed in a timely manner on a quarterly, half-yearly or annual basis depending on the requirements of the adviser and client categorisation
  • Carry out ad-hoc valuation requests either for client meetings or for the adviser’s own review purposes
  • Handling telephone calls from colleagues and clients in respect of any queries they may have about their valuation
  • Distinguish between a query which must be directed to the paraplanner/adviser and queries that can be dealt with directly by the valuation administrator
  • Confident in calling providers and liaising with 3rd parties for valuations on specific plans on a regular basis
  • Liaising with advisers across the business and building good relationships
  • Good knowledge in all provider online sites to obtain direct valuations and portfolio information
  • Maintain work management reports of all valuations completed, and use this tool to oversee all valuations have been checked by the adviser before being subsequently sent out to the client
  • Become conversant in our back office system/tools including Financial Express
  • General broad knowledge of the products and providers available on the open market

 

Office services:

  • Answer telephone calls in a professional and timely manner, dealing with incoming enquiries and taking the appropriate action
  • Meet and greet clients – arrange refreshments and catering (when applicable)
  • Maintain the comprehensive document management system
  • Maintain and arrange a smart, tidy office

 

General

  • TCF – Treating customers fairly, to pay due regard to the interests of clients and treat them fairly in line with the TCF Mission Statement
  • FCA Obligations – to operate within the firms own designated compliance procedures and the relevant FCA rules
  • Continued personal development through mandatory company training programmes

 

Communication

  • To develop and maintain good working relationships with your colleagues in order to provide an efficient and effective service

Other ad-hoc duties as and when required

 

What’s in it for you:

  • Salary £20,000-£23,000
  • Generous Benefits Package including – discretionary bonus, parking, contributory pension scheme, 25 days paid holiday per annum in addition to bank holidays, income protection plan.

 

Skills and experience required:

  • Able to respond and adapt to changes in work priorities, reaching tight deadlines
  • Experience within an accounts / administrative role, preferably within financial services
  • 5 GSCEs or equivalent. A-level / BTEC National qualifications desirable
  • Good communication skills, both oral and written
  • Good knowledge of Microsoft Office, particularly Excel
  • Strong planning and organisational skills
  • Accuracy and attention to details are key
  • Able to identify process improvements and greater efficiencies
  • Strong team player but also able to work independently and use initiative
  • Customer focused, ensuring positive customer experiences is at the core of all activities undertaken

 

Recruiters contact info:

Name: Angharad Jones

Email: angharad.jones@recruitukltd.co.uk

Tel: 01179170413

Whatsapp/mobile: 07399163970

Job Reference: 13229

 

 About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are currently representing a Valuations Administrator role in Salisbury to join a Financial Services company.

 

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

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