Financial Administrator (Financial Services) - Flexible / Part Time
- Recruiter
- The Recruitment Web
- Location
- Camberley
- Salary
- Negotiable
- Posted
- 13 Feb 2017
- Closes
- 23 Feb 2017
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Financial Administrator with a Financial Services background required by IFA based in Camberley, Surrey. Salary negotiable depending on skills and experience. This is a part time / flexible role of approx. 15-20 hours per week, which can be organized around other family / life commitments. Previous experience in a similar role and a good understanding of Financial Services procedures is essential.
We are a small successful family IFA practice with a General Insurance division and are now looking to recruit an additional part time experienced Financial Administrator (Financial Services). Your role will be to provide administrative support to the Financial Advisers and duties will include: -
- Prepare client information for the client reviews.
- Preparing and processing new business applications for investments, pensions, protection.
- Deal with our clients, providers and other parties on the telephone, letter and by email
- Assist in preparing suitability reports and review reports
Previous experience in a similar role and a good understanding of Financial Services procedures is essential. Knowledge of FCA rules and procedures compliance as well as any general insurance experience would be considered highly desirable. In addition, some understanding of the Intelligent Office back office software would be useful, not essential, as training would be provided.
Candidates must have excellent written and verbal communication skills and a professional telephone manner. Strong administration and organisational skills are necessary to diarise work effectively managing workflow and documenting.
Skills Required:
Word, Excel, Outlook and Basic Electronic filing and scanning.
Apply Now with your CV and a Covering Note and we look forward to hearing from you.
We are a small successful family IFA practice with a General Insurance division and are now looking to recruit an additional part time experienced Financial Administrator (Financial Services). Your role will be to provide administrative support to the Financial Advisers and duties will include: -
- Prepare client information for the client reviews.
- Preparing and processing new business applications for investments, pensions, protection.
- Deal with our clients, providers and other parties on the telephone, letter and by email
- Assist in preparing suitability reports and review reports
Previous experience in a similar role and a good understanding of Financial Services procedures is essential. Knowledge of FCA rules and procedures compliance as well as any general insurance experience would be considered highly desirable. In addition, some understanding of the Intelligent Office back office software would be useful, not essential, as training would be provided.
Candidates must have excellent written and verbal communication skills and a professional telephone manner. Strong administration and organisational skills are necessary to diarise work effectively managing workflow and documenting.
Skills Required:
Word, Excel, Outlook and Basic Electronic filing and scanning.
Apply Now with your CV and a Covering Note and we look forward to hearing from you.