Financial Administrator: IO & Client Services, Flexible Hours

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.

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.

Skills

Experience with Intelligent Office

Excellent communication skills

Time management

Organisational skills

Ambition to succeed

Job description

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.