Financial Administrator

6 months ago

Diss, United Kingdom Michelle Denny Recruitment Full time

Michelle Denny Recruitment is delighted to support the local Diss business, DG Financial Services, in their search for a Financial Administrator. This position is incredibly diverse - supporting both the Managing Director and the overall needs of the business in their day-to-day operations. Working a 3-day week of 16.5 hours with a generous salary of circa £26k - £30k pro rata, depending on level of experience,

this role offers the prospect and opportunity to develop your skills and enhance your knowledge within financial services.

**Key responsibilities include**:

- Being the initial point of contact for the screening and management of all incoming calls, including saving calls to the client database and dealing with customer queries efficiently.
- Demonstrate proficiency in all aspects of maintaining an accurate up to date client database, including the complete process of onboarding new clients as well as the accurate upkeep of the existing database.
- Adept at engaging with clients and providers through both written and verbal means. Including the skills to prepare comprehensive reports and documentation for both client and monthly meetings.
- Capable of working independently and competently with all elements of administration duties associated with financial services.
- Be confident in liaising with providers to gather information, review files including attitude to risk and performance reports.
- Support the MD with the organisation of diary and time management, and the general compliance and maintenance of a busy financial environment.

**You will need**:

- Attention to detail and meticulous in your approach in this compliance driven financial environment.
- Experience in the financial sector is essential, ideally with knowledge of pensions and investments.
- Experience with ‘Intelligent back office, dynamic planner, O&M pension profiler’ would be useful, however training will be provided. Excellent knowledge of MS office 365 however, is essential.
- The initiative and ability to manage your own workload and to be happy working independently for periods of time.

**You will receive**:

- A 3-day working week of 16.5 hours with a generous salary of circa £26k - £30k pro rata, depending on level of experience.
- Private Health Insurance
- Pension
- Free on-site parking
- After successful completion of probation period a fully funded training package to enhance your skills and expertise within financial services.

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