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Financial Administrator
2 months ago
We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Hays Specialist Recruitment Limited. As a key member of our financial services team, you will provide administrative support to our Financial Planners, ensuring the smooth operation of our business.
Key Responsibilities- Obtain valuations, information, and product details for analysis and provide accurate data to our Financial Planners.
- Liaise with product providers and other third parties to ensure seamless communication and timely completion of tasks.
- Process new business, withdrawals, fund switches, and follow through to completion, working closely with our Paraplanner.
- Deal effectively with queries from clients and other parties, providing excellent customer service and support.
- Book in annual review meetings with clients and manage a Financial Planner's diary, ensuring timely and efficient scheduling.
- Maintain compliant files and ensure all documentation is up-to-date and accurate.
- Comply with the principles of Treating Customers Fairly in all aspects of the role of Administrator.
- Understanding of the Financial Planning process and ideally have experience within this industry.
- Able to work within defined business processes and achieve agreed outcomes without supervision.
- Prioritize and plan your own workload, ensuring efficient use of time and resources.
- Detailed and accurate, with excellent IT skills and proficiency in Microsoft Word, Excel, and Outlook.
- Excellent interpersonal skills, both written and verbal, with the ability to multitask and prioritize effectively.
- Able to work independently and in a team, with a strong commitment to delivering high-quality results.
We offer a competitive salary of £28,000 - £33,000 DOE, plus great benefits, including parking on site and 25 days annual leave plus b/h. If you're interested in this role, please click 'apply now' to forward an up-to-date copy of your CV, or call us now for a confidential discussion on your career.
