Financial Administrator (IFA) - London, Harrow

Artemis Recruitment Consultants Ltd; Harrow; On-site; GBP 25,000 - 30,000; Full time

Job summary

A recruitment consultancy in Harrow is seeking a Financial Administrator. The role involves providing administrative support to a financial adviser, managing documentation, and ensuring service level compliance. Ideal candidates will have experience in financial services, excellent organizational skills, and proficiency in IT. This is an office-based position with a focus on client service and a diverse team culture.

Qualifications

• Experience of working within financial services preferable.
• Understanding of financial products will be an advantage.
• Ability to proactively use initiative to problem solve and anticipate next steps.
• Adaptable to change management plans.

Responsibilities

• Review submitted cases and ensure documentation is correct.
• Point of contact for Adviser/PA queries.
• Manage team mailbox and ensure queries are actioned.
• Provide quarterly reporting to Advisers on turnover status.

Skills

Organizational skills

Attention to detail

Client service focus

IT proficiency (Office 365)

Education

Good GCSE or A-Level results

Tools

Salesforce

Job description

Type of Position: Financial Administrator (IFA) - London, Harrow
Pay: £25,000 - £30,000
Reference: #2331216

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.

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