Financial Administrator

6 months ago

London, United Kingdom Morrinson Wealth Full time

Morrinson Wealth is committed to operating in line with the principles of a responsible business for its clients, people and relationships with the wider industry partners. We are delighted to be accredited by the Good Business Charter demonstrating the 10 areas of responsible business for a fairer, ethical and positive culture.

The purpose at Morrinson Wealth is to ensure people are empowered to realise their aspirations, and to foster a collaborative and inclusive culture. We aim to be an equal opportunities employer and we are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.

**OVERALL JOB PURPOSE**

The Administrator will support all tasks across the Submissions team including issues management and working with SJP Admin Centre to resolve escalations.

**PRINCIPAL DUTIES**
- Review submitted cases and ensure documentation is correct before cases are submitted.
- Point of contact for Adviser / PA queries in relation to submissions and issues.
- Updating cases and Adviser/PA on Salesforce.
- Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
- Respond to queries and escalate to the Team Manager as required.
- Complete and submit cases on the relevant systems.
- Track all issues in the issues log and ensure they are addressed and closed.
- Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
- Update Business Register on cases submitted and noting outstanding requirements.
- Liaise with advisers and PAs on the weekly turnover process to ensure it is completed accurately
- Complete pipeline chasing to ensure cases are completed within the agreed Service Level Agreement.
- Provide quarterly reporting to Advisers on turnover status

**PERSON SPECIFICATION**
- **To be considered for the higher end of the salary band strong experience in St James' Place is essential.**
- Experience working within financial services is essential.
- Understanding financial products will be an advantage.
- Good GCSE or A-Level results and proficiency in all IT packages
- Excellent organizational and administration skills and demonstrates good attention to detail
- Ability to proactively use initiative to problem solve and anticipate next steps
- A driven individual with a focus on client service and contributing towards a high-performance culture
- Adaptable to change management plans and advocate for business initiatives
- IT technically 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**

We are working on a hybrid model of office/home working.

**BENEFIT PACKAGE**
- A salary of £25,000 - £32,500 depending on experience
- Annual discretionary Bonus
- 25 days holidays (excluding Bank Holidays)
- An additional day of paid leave for your Birthday
- Life Assurance (4 times basic salary)
- Healthcare Cash Plan
- Financial assistance for study leave and qualifications
- Volunteering day
- Quarterly socials
- Cycle to Work Scheme
- Season Ticket Loan

**CORE VALUES**

At Morrinson Wealth we strive to encourage an environment that embodies our core values in all interactions we have with our colleagues and clients. By creating a culture of respect, trust and mutual appreciation we feel proud to be able to enjoy working with welcoming, friendly and collaborative teams.

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