FINANCIAL ADMINISTRATOR (XPLAN) - LONDON

Artemis Recruitment Consultants Ltd; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A recruitment consultancy in the City of London is seeking a Financial Administrator to provide administrative support. This hybrid role requires 3 days in the office and 2 days remote. Candidates should have experience in financial services and strong organisational skills. If you are detail-oriented and proactive, consider applying for this position.

Qualifications

• Experience of working within financial services preferable.
• Understanding of financial products will be an advantage.
• Proficient at all IT packages.
• Excellent organisational and administration skills.
• Ability to proactively use initiative to problem solve.
• A driven individual focused on high performance.

Responsibilities

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

Skills

Attention to detail

Organisational skills

Client service focus

Problem-solving initiative

Understanding of financial products

IT proficiency (Office 365)

Education

Good GCSE or A-Level results

Job description

FINANCIAL ADMINISTRATOR (XPLAN) - LONDON

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. This will be a hybrid position, working 3 days in the office and 2 days remotely.

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 Xplan.
• Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
• Respond to queries and elevate 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 the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.