Finance Administrator

5 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 LOA Administrator will support all tasks across the LOA team including supporting Advisers with information gathering and issue resolution with providers.

**PRINCIPAL DUTIES**

The Administrator’s responsibilities will include supporting the team with the following:

- Managing all LOA tasks for allocated Advisers
- Liaising with Wealth Advisers to process cases, clarify queries, and escalate issues
- Requesting information from 3rd party providers
- Calling and chasing third party providers for information to progress client cases
- Writing up and maintaining accurate notes on CRM platform
- Working in CRM platform and keeping tasks up to date and within agreed SLAs (service level agreements)
- Providing input into team productivity reports

**PERSON SPECIFICATION**
- Experience of working within financial services preferable but not essential
- Good GCSE or A Level results and proficient at all IT packages
- Excellent organisational and administration skills,
- Ability to proactively use initiative to problem solve and anticipate next steps
- A driven individual with a focus on client service and contributing towards high-performance culture
- Adaptable to change management plans and advocate to business initiatives
- IT technically proficient including Office 365
- Committed to advocating and encouraging an inclusive and diverse team culture.
- Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.

**OFFICE LOCATION**

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

**BENEFIT PACKAGE**
- Salary of £25,642.50 - £27,500 depending on experience
- 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 Scheme

**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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