Financial Administrator

5 months ago


South East London, United Kingdom Kent Recruitment Bureau Full time

SE London | On premise | £25,000 to £35,000

Permanent | Full-time | Admin-LondonCity

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.

**Financial Administrator Responsibilities**:

- Preparing first meeting packs - as and when required
- Inputting fact-find details into our back office system - Intelligent Office (IO)
- Set up clients on IO
- Input case onto IO
- Input initial fee (commission) onto IO
- Input expectation of future income onto IO
- Obtain illustrations (Exchange or other methods)
- Obtain KFds or KIIds
- Input ATR Questionnaire into Financial Express (FE) - EValue
- Print ATR Report outcome via FE
- Input Lifetime cash forecasting information via Truth (where relevant)
- Prepare suitability letters for Adviser to sign off (using templates or software)
- Obtain & copy Anti Money Laundering documents
- Complete the verification form for Adviser's signature
- Pass prepared case to Compliance (using a checklist)
- On-Line Processing (where relevant)
- Updating IO on a continual basis with updates/changes/progress on cases using activity manager and other workflow functions
- Chasing business
- Weekly planning/ strategy meeting with the Adviser

**PERSON SPECIFICATION**
- Experience working within financial services is preferable.
- Understanding financial products will be an advantage.
- Good GCSE or A-Level results and proficiency in all IT packages.
- Excellent organisational and administration skills and demonstrate good attention to detail.
- Ability to proactively use initiative to problem solve and anticipate next steps.
- A driven individual focusing on client service and contributing towards a high-performance culture.
- Adaptable to change management plans and advocate for business initiatives.
- Technically IT proficient, including Office 365.
- Committed to advocating and encouraging an inclusive and diverse team culture.
- Understanding the benefits of the well-being 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 three days office-based and two days remotely.

Job Posting Financial Administrator in SE London advertised on The JobsBoard.



  • London, United Kingdom Financial Divisions Full time

    Financial Services Administrator (Wealth Management) - London - Hybrid – c £38,000 - Bonus + Study SupportFinancial Services Administrator - Wealth ManagementOur client is a well respected Financial Planning firm based in the City of London. This role presents a great opportunity to work with a professional Financial Advice business, who has an excellent...


  • London, United Kingdom Financial Divisions Full time

    Job Description Financial Services Administrator (Wealth Management) - London - Hybrid – c £38,000 - Bonus + Study Support Financial Services Administrator - Wealth Management Our client is a well respected Financial Planning firm based in the City of London. This role presents a great opportunity to work with a professional Financial Advice business,...


  • London, Greater London, United Kingdom Fletcher George Financial Recruitment Full time

    Fletcher George Financial Recruitment is seeking a skilled Financial Administrator to join their team. The successful candidate will be responsible for preparing and issuing sales invoices using Sage and internal systems, as well as reconciling and recording incoming purchase invoices.Key Responsibilities:Preparing and issuing sales invoices using Sage and...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Job Title: AAT Financial Administrator RoleJob Summary: We are seeking a highly skilled and experienced finance professional to join our team as an AAT Financial Administrator. The successful candidate will be responsible for managing the financial and administrative functions of the organization, including financial reporting, budgeting, and compliance.Key...


  • London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Financial Services Administrator** **Location**:London **Salary**:Highly Competitive with excellent benefits and bonus **Hours**: Full time, hybrid working option You will be joining a motivated and friendly team that manage the work generated by the Advisors in this highly successful St. James’s Place Partner Practice. This is an excellent...


  • South East London, United Kingdom Pearson Whiffin - Accounts and Finance Full time

    At Pearson Whiffin - Accounts and Finance, we are seeking a highly skilled Financial Administrator to join our team. The successful candidate will be responsible for processing, preparing, and recording investment transactions, as well as monitoring incoming investment instructions.Key responsibilities will include:Accurate allocation of bank receipts and...


  • London, Greater London, United Kingdom Fletcher George Financial Recruitment Full time

    The company is a successful, well-established organization in the advertising industry based in central London. They are currently seeking a Senior Financial Administrator to join their accounts team.Key Responsibilities:Financial Administration: Prepare and issue sales invoices using Sage and internal systems.Reconcile and record incoming purchase invoices...


  • London, United Kingdom Financial Conduct Authority Full time

    Financial Promotions Administrator **Salary**: National ranging from £30,600-£37,800 and London from £31,900-£42,000 - Are you interested in joining a specialist team responsible for the identification and mitigation of risk associated with financial advertising?_ The aim of the Financial Promotions Team is to reduce harm to consumers caused by them...

  • Financial Analyst

    4 weeks ago


    London, Greater London, United Kingdom Jigsaw Financial Full time

    Key ResponsibilitiesAs a Fund Accountant at Jigsaw Financial, you will be responsible for the daily oversight and management of open-ended funds, including QIAIF and UCITs. Your duties will include coordinating daily and monthly NAVs, reconciling external third-party information and reporting, and providing support to Portfolio Managers and...


  • South Brent, Devon, United Kingdom Wise Employment Careers Full time

    Financial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Wise Employment Careers.Key Responsibilities:Maintain and update financial records accurately and efficiently.Ensure compliance with financial policies and regulations.Manage a busy workload, prioritizing tasks and meeting...


  • East Anstey, Devon, United Kingdom Paul Mitchell Associates Full time

    Financial AdministratorAt Paul Mitchell Associates, we are seeking a skilled Financial Administrator to join our Finance Team on a full-time, permanent basis. The ideal candidate will have experience in payroll administration and a strong knowledge of UK payroll practices and legislation.Key Responsibilities:• Process end-to-end payroll using Bright Pay...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Mortgage Administration RoleFinancial Divisions is seeking an experienced Mortgage Administrator to join their team. As a Mortgage Administrator, you will provide support to a number of Mortgage Brokers with all aspects of mortgage administration, client support, and contact within a large friendly Mortgage Admin team.Key ResponsibilitiesProvide...


  • East Grinstead, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Administrative Assistant** **Location: Forest Row, RH18** **Hours: Part Time - 4 days per week (including Monday and Friday)** **Salary: £25,000 FTE** **Are you an experienced and enthusiastic Administrative Assistant with great IT and communication skills looking for an interesting part time role? Could you fulfil a vital support function within this...


  • East Grinstead, West Sussex, United Kingdom Imago Dei Prison Ministry Full time

    Job Title: Financial AdministratorImago Dei Prison Ministry is seeking a skilled Financial Administrator to join our team. As a key member of our finance department, you will be responsible for ensuring the smooth day-to-day running of our finances, using QuickBooks and associated applications.The ideal candidate will have a proven ability to support a...


  • East Grinstead, United Kingdom Imago Dei Prison Ministry Full time

    Job Title: Financial AdministratorImago Dei Prison Ministry is seeking a highly skilled Financial Administrator to join our team. As a key member of our finance department, you will be responsible for ensuring the smooth day-to-day running of our finances, using QuickBooks and associated applications.Key Responsibilities:Accurate data input and analysis...


  • East Grinstead, West Sussex, United Kingdom Imago Dei Prison Ministry Full time

    Job Title: Financial AdministratorJob Summary:We are seeking a highly skilled Financial Administrator to join our team at Imago Dei Prison Ministry. As a key member of our finance department, you will be responsible for ensuring the smooth day-to-day running of our finances, using QuickBooks and associated applications.Main Responsibilities:Accurate data...


  • South Hams, Devon, United Kingdom Meridian Business Support Full time

    Job Title: Financial AdministratorWe are seeking an experienced Financial Administrator to join our team at Meridian Business Support. The successful candidate will be responsible for:Ownership of a small portfolio of member accounts.Ensuring deadlines on the credit control calendar are met in relation to the accounts allocated to the role.Monitoring and...

  • Financial Analyst

    4 weeks ago


    London, Greater London, United Kingdom Jigsaw Financial Full time

    Fund Oversight RoleJigsaw Financial seeks a skilled Financial Analyst to oversee the management of open-ended funds. The ideal candidate will have experience in fund accounting, administration, or oversight, with a strong understanding of asset classes, particularly Fixed Income.Key ResponsibilitiesManage daily and monthly NAVs for open-ended fundsReconcile...

  • FP Administrator

    3 weeks ago


    South East, United Kingdom Fram Executive Search Limited Full time

    Key Responsibilities:We are seeking a highly organized and detail-focused Financial Planning Administrator to join our team at Fram Executive Search Limited. The successful candidate will work closely with a Chartered financial planning advisor, providing administrative support and contributing to the growth of their client book.Key Skills and...


  • South East, United Kingdom Fram Executive Search Limited Full time

    Financial Advisory Firm Seeks IFA AdministratorFram Executive Search Limited is working with a well-established and highly regarded financial advisory firm based in Bedford. Our client provides expert advice to individuals and businesses on a range of financial planning matters.The firm is seeking a professional, highly organized, and proactive IFA...