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Finance Administrator

3 months ago

Christchurch, United Kingdom Collaborate Recruitment Full time
We are delighted to be working with a Chartered Independent Financial Planning company based in Christchurch and Wimborne.
They pride themselves on exceptional client service, creating long standing relationships.
Your experience will have been gained from working within an IFA Business.
The ideal candidate will have a good knowledge of platforms, such as Standard Life Wrap, Novia and Quilter along with experience of a back-office system such as Intelligent Office.
You will be liaising with clients, providers, and colleagues so a high standard of communication skills both written and verbal, is essential. You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.
Responsibilities:
* Dealing with client or provider queries promptly, via telephone and email
* Informing clients of their wide range of products i.e. ISAs, General Investment Accounts, Investment Bonds & Trusts, Personal Pensions, SIPPs, SSAS, Defined Benefit Schemes
* Fund performance analysis via FE Analytics
* Maintaining client platform accounts, sale and subscribe and rebalancing
* Processing withdrawals
* Maintenance of client regular income, including cash balances
* Handling amendments of existing client
* Processing death certificates
* Production of illustrations for protection and annuities via Assureweb and requesting and collating Enhanced and Immediate Needs Annuity quotations
* Recommending improvements to admin efficiency
* Maintaining strict confidentiality and adhering to FCA regulations and internal policy and procedure is paramount.
Our client offers a hybrid working pattern, along with excellent benefits including a discretionary bonus. They also offer flexi working hours. Operating from 8am – 6pm.
The required working hours per week are 37.5. (you can decide your start time and finish time)