Financial Administrator

RecruitUK; Taunton; On-site; GBP 20,000 - 26,000; Full time

Benefits offered by this job

Attractive and competitive salary

Flexible approach to office hours

Variety of social events

Excellent training and development opportunities

Job summary

A leading financial recruitment agency is seeking an experienced Finance Administrator in Taunton to join a Financial Planning practice. Responsibilities include setting up clients, processing documents, and liaison with clients and advisers. The ideal candidate will have previous experience, excellent communication, and organisational skills. This position offers a competitive salary and great opportunities for training and development, making it a perfect chance for those looking to grow in their career.

Qualifications

• Previous experience as a Financial Administrator preferred, with IFA firm experience being advantageous.
• Excellent communication skills and ability to manage time effectively.
• Organisational skills and a strong ambition to succeed.
• Individual with an ambition to succeed.

Responsibilities

• Set up clients on Intelligent Office.
• Process Letters of Authority and file relevant documents.
• Liaise with financial advisers regarding task progress.
• Manage existing customer service and process fund switches.
• Update client records and produce reports from IO.

Skills

Experience with Intelligent Office

Excellent communication skills

Time management

Organisational skills

Ambition to succeed

Tools

Intelligent Office

Job description

Are you an experienced Finance Administrator seeking a new challenge?

Recruit UK are working on an excellent opportunity for an administrator in Taunton to join a Financial Planning practice.

This company is a chartered firm that is listed as one of the UK’s top firms. They owe their growth to great clients and employees which in turn develops a positive work environment. They’re seeking a talented and ambitious professional that is seeking a company to invest in their growth and professional career.

The duties will include but not be limited to the following:

• Setting up clients on Intelligent Office
• Processing Letters of Authority
• File relevant documents, and record to the database efficiently
• Liaise with the financial advisers with regards to progress and completion of tasks
• Liaise between clients and providers to ensure information is complete and correct
• Process New business - ensure applications are complete to checklists and specifications
• Prepare new business to enclose memo and issue applications and associated paperwork to the relevant parties
• Issue policy documents to clients
• Existing customer service - process fund switches, sale of assets online
• Manage and issue review letters
• Update IO in relation to changes to clients or policy records
• Valuations - prepare valuations as requested
• Liaise with providers to ensure all data is correctly entered into IO - produce reports
• Customer service external and internal - liaise with clients, internal departments efficiently and professionally
• Electronic filing - scan and index all incoming post into Virtual Cabinet and liaise with designated advisers where appropriate
• Call Handing - answer incoming telephone calls
• Other duties may include: covering sickness and holiday of other administrators, assist in the smooth flowing of the department, archiving, ad hoc projects when they arise

What’s in it for you:

• Attractive and competitive salary
• Flexible approach to office hours
• Variety of social events each year for the office
• Excellent training and development opportunities

Skills and experience required:

• Experience with Intelligent office desirable
• Previous experience as a Financial Administrator, IFA firm experience advantageous
• Excellent communication, time management and organisation skills
• Individual with an ambition to succeed

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 pleased to be working with a Financial Planning practice based in Taunton on an Administration role.

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.