Financial Administrator
1 month ago
Moss and Company are a small company of Wealth Advice & Financial Planning experience based in Derby, providing a complete financial service to individuals and organisations, including pensions, savings and investments.
We have many years of experience offering financial advisory services; our strength lies in the level of service and ongoing support we provide.
As Financial Advisors we research the market using the latest technology to ensure the most appropriate product and service from the most suitable companies is recommended to our clients.
Established since 1997.
We require a hard working, reliable individual, who enjoys working within a fast paced and busy environment in the financial services sector, to join our ever-growing team of advisers. You will be working alongside a team of experienced individuals, working on a number a various projects spanning across mortgages, wealth, insurance and pension advice areas.
We offer various opportunities to progress and strengthen your experience within the financial services sector.
Full training will be provided on all aspects of the job.
Mortgages:
- Progress mortgages through to legal completion and beyond.
- Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolving any queries arising.
- Working with advisors to ensure all activities meeting compliance and regulatory requirements.
- Ensure all compliance is done in good time and to suitable quality
Pensions:
- Using a computer system to look up information and update records.
- Calculating pension forecasts and preparing statements.
- Processing pension contributions.
- Arranging payment of pensions and lump sums.
- Keeping accurate records.
General:
- Answering incoming calls; taking messages and re-directing calls as required
- Diary management and arranging appointment
- Data entry
- Opportunity to Maintain the company social media accounts
- Providing administration support to advisers and Senior Management
**Job Types**: Full-time, Permanent
**Salary**: £23,000.00-£35,000.00 per year
**Benefits**:
- Flexitime
Schedule:
- Day shift
- Flexitime
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Derby: reliably commute or plan to relocate before starting work (required)
Work Location: One location
Expected start date: 01/05/2023
Flextime
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