Financial Administrator

**General**
- Minimum of 3 years experience within a financial advice firm supporting IFAs
- Very high level of attention to detail
- Ability to work independently managing their own workload of tasks delegated by team manager

Previous experience with the following providers would be very useful in terms of familiarity with navigating their website for client information and completing transactions but also submitting new business -- A J Bell
- Transact
- Royal London
- Canada Life International

Experience using our back office system Intelliflo and any experience of the following would be very useful but not essential -- Defaqto
- O&M profiler
- IO Planning (Cashflow planning)

**Role**
- Meeting and greeting clients, answering and dealing with incoming enquiries
- Diary Management - arranging appointments with clients and updating adviser’s diaries
- New Business
- Processing and submitting new business adhering to the new business workflow
- Case Ownership - Following submission of new business, tracking this all the way through to completion, keeping the client updated and managing their expectations throughout.
- Letters of Authority - submitting to client for signature and to providers to get all of the required plan details for research and analysis
- Existing Clients
- Portfolio rebalancing and trading
- Processing withdrawals and contributions and monitoring these through to completion
- Preparing clients packs for Annual Review meetings and then completing the work required post meeting supplied via the advisers meeting notes