Financial Administrator to Senior Financial Administrator

2 weeks ago

London, United Kingdom Financial Divisions Full time

My client is established, boutique and forward-thinking Independent, Chartered IFA Firm in Wimbledon, who due to expansion are looking to take on a versatile Financial Administrator who is looking for a new opportunity in Wealth Management.

This is an exciting opportunity for a Financial Administrator to join a dynamic and supportive environment, where you will play a key role in providing efficient administrative support to the team.

You will be supporting Directors/Advisers with administration across pensions, investments, and protection. The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s and valuations, fee reconciliations and resolving any queries.

This is an amazing opportunity for a Financial Administrator to work with a very talented and dynamic small group of people, who are ambitious and successful. The role is fully hybrid, once completed probation.

The Company offers excellent benefits and will offer support to help you grow and develop your skills and fully support you in achieving your career aspirations. You must have excellent communication skills, and a minimum of 2 years’ experience as a Financial Administrator in Wealth Management and have excellent communication and written skills.

The Position:

  • Deal effectively with queries from clients and other parties through effective communication.
  • Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.
  • Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client’ and company policy and ensure all the required compliance documentation is present and correct.
  • Working with the Financial Advisers you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report.
  • Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client’s needs and to formulate recommendations.
  • Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary.
  • Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
  • Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre- completion of documentation ready for clients to check and sign.

If you are looking for new and exciting challenge in Wimbledon based in Wealth Management, then please do send your CV to Sam at Financial Divisions.

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