Finance Administrator
2 days ago
**Finance Administrator - Financial Services**
**_My client is now recruiting for an experienced Administrator to join their Business due to growth. This position will be working in a friendly team to support the financial planners and paraplanners. This is a great opportunity to work for agrowing company, with the next step in your career in mind._**
**You will receive - Finance Administrator**:
- A competitive salary between £22,000 to £27,000.
- 20 days holiday rising per years in service.
- Bonus scheme.
- Fully funded exam support.
**Responsibilities - Finance Administrator**:
- Receiving and acting on instructions from financial planners and paraplanners.
- Maintaining accurate records using our back office system.
- Creating and producing letters, review reports and invoices.
- Preparation of existing client valuations/files for review meetings.
- Obtaining illustrations and product information from providers.
- Maintaining client files and ensuring they are compliant.
- Processing new business submissions for investments, pensions and protection.
**Desired Skills - Finance Administrator**:
- Experience of working within an independent financial advisory practice.
- Proficient in using MS Excel, Outlook and Word.
- Experience of using financial services platforms
- Excellent communication skills, both written and verbal
- Ability to multi task, prioritise effectively and have a keen eye for detail.
- Proactive Personnel specialise in the recruitment of staff across the UK. From Inverness to Plymouth our database has been developed over the past 20 years to be able to assist you in finding your ideal job first time round. It has also gained us thereputation for being one of the leading recruiters within this field. We have multiple vacancies nationwide, so please get in touch to find out more information with this or other positions._
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