Financial Administrator (IFA) - Harrow

TN United Kingdom; Greater London; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a motivated Financial Administrator to join their dynamic team in London. This role involves providing essential administrative support to both the office manager and financial adviser, ensuring that documentation is accurate and cases are processed efficiently. The ideal candidate will demonstrate exceptional organisational skills, a keen attention to detail, and a proactive approach to problem-solving. If you are passionate about client service and thrive in a collaborative environment, this is the perfect opportunity to contribute to a high-performance culture while advancing your career in financial services.

Qualifications

• Experience in financial services is preferable.
• Proficient in IT packages and Salesforce.
• Excellent organisational skills and attention to detail.

Responsibilities

• Review submitted cases and ensure documentation is correct.
• Point of contact for Adviser/PA queries.
• Manage team mailbox and respond to queries.

Skills

Organisational Skills

Attention to Detail

Problem Solving

Client Service

IT Proficiency (Office 365)

Education

GCSE or A-Level

Tools

Salesforce

Office 365

Job description

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Client:

Location:

Harrow, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

fd034a2eb53e

Job Views:

9

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.

PRINCIPAL DUTIES

• Review submitted cases and ensure documentation is correct before cases are submitted.
• Point of contact for Adviser / PA queries in relation to submissions and issues.
• Updating cases and Adviser/PA on Salesforce.
• Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
• Respond to queries and escalate to Team Manager as required.
• Complete and submit cases on the relevant systems.
• Track all issues in issues log and ensure they are addressed and closed.
• Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
• Update Business Register on cases submitted and noting outstanding requirements.
• Liaise with advisers and PAs on weekly turnover process to ensure it is completed accurately.
• Complete pipeline chasing to ensure cases are completed within agreed Service Level Agreement.
• Provide quarterly reporting to Advisers on turnover status

PERSON SPECIFICATION

• Experience of working within financial services preferable.
• Understanding of financial products will be an advantage.
• Good GCSE or A-Level result and proficient at all IT packages.
• Excellent organisational and administration skills, who demonstrates good attention to detail.
• Ability to proactively use initiative to problem solve and anticipate next steps.
• A driven individual with a focus on client service and contributing towards a high-performance culture.
• Adaptable to change management plans and advocate to business initiatives.
• IT technically proficient including Office 365.
• Committed to advocating and encouraging an inclusive and diverse team culture.
• Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
  

OFFICE LOCATION

Our client is based in Harrow, North West London - and this will be an office based position.