SENIOR ADMINISTRATOR INDEPENDENT FINANCIAL ADVISOR COMPANY

Recruiter
Shane Fereday
Location
Period Building in beautiful village setting.
Salary
£20K plus
Posted
11 Apr 2018
Closes
09 May 2018
Ref
110418
Contract Type
Permanent
Hours
Full Time

We are a well established Independent Financial Adviser firm based in Harrold, Bedfordshire. We are looking for an administrator to join our team.

RESPONSIBILITIES
- Provide proactive support to Planners and Paraplanners
- New Business Processing (paper & online submissions)
- Ensure outputs are validated for accuracy and identify any errors
- Keep up to date with relevant legislation and industry news
- General administration duties, including answering clients calls, audio typing etc.
- Ensure back office systems are updated accurately
- Keep files up to date & tidy / scanning
- Prepare client review schedules
- Process fund switches and individual rebalances
- Deal with general client enquiries
- Follow company process
- Ensure best use of resource and skill development by working flexibly across the range of administrative tasks

QUALIFICATIONS
- Standard Grade English
- Standard Grade Maths
Working towards a regulated financial services diploma would be encouraged and assisted

EXPERIENCE
Relevant experience in a similar post (preferably within the financial services industry)

SKILLS & QUALITIES
• Excellent customer service skills
• Ability to explain complex information clearly and simply
• Ability to analyse figures and make calculations
• Accuracy and attention to detail
• Ability to complete work to deadlines
• Strong spoken and written communication skills
• Excellent administrative and computer skills
• Ability to work independently and as part of a team
• An organised and methodical approach

BENEFITS
- Real career progression in financial services
- A varied and rewarding career
- Competitive Salary – £21,000 - £24,000 (and Benefits Package
In the first instance, CVs please to elaine@paulyoungifa.co.uk

Apply for SENIOR ADMINISTRATOR INDEPENDENT FINANCIAL ADVISOR COMPANY

Already uploaded your CV? Sign in to apply instantly

Apply

Upload from your computer

Or import from cloud storage

Your CV must be a .doc, .pdf, .docx, .rtf, and no bigger than 1MB


4000 characters left


By applying for a job listed on Fish4.co.uk you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.

Similar jobs

Similar jobs