Financial Administrator

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Job description

Financial Administrator

Core duties and responsibilities:
• Carry out all administration duties to fully support Financial Planners
• Obtain valuations, information and product details for analysis
• Liaise with product providers and other third parties
• Process new business, withdrawals, fund switches and follow through to completion, working closely with the Paraplanner
• Deal effectively with queries from clients and other parties
• Book in annual review meetings with clients and manage a Financial Planner's diary
• Make up and maintain compliant files
• To comply with the principles of Treating Customers Fairly in all aspects of the role of Administrator

Key Skills:

• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan your own workload
• Detailed and accurate
• Articulate
• Excellent interpersonal skills, both written and verbal
• Ability to multitask and prioritise effectively
• Good IT skills
• Ability to work independently and in a team
• Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
• Xplan is our back-office system

Fully office based
Mon to Fri 37.5 hours
£28,000 - £33,000 DOE
Great benefits; parking on site, 25 days annual leave plus b/h

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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