Financial Administrator Role
2 weeks ago
Are you a detail-oriented professional looking for a challenging role in the financial services industry? We have an exciting opportunity for a Technical Financial Administrator to join our client's wealth management firm based in London.
About the RoleThis is a fantastic chance to work with high net worth clients and utilize your technical skills to facilitate Annual Suitability Reviews, obtain literature and forms from providers, and ensure accurate record-keeping on internal systems.
- Key Responsibilities:
- Obtain information from clients to facilitate Annual Suitability Reviews.
- Pre-complete basic client details and close plans correctly on Intelligent Office in a timely manner.
- Ensure all client information is accurately maintained on internal systems (Salesforce).
- Schedule and manage follow-up tasks using Salesforce to monitor and accurately record tasks.
To be successful in this role, you will need:
- 5+ years' experience within a relevant sector of the financial services industry, in a technical administration role.
- Comprehensive experience of using Salesforce to perform an administrative role.
- Excellent IT skills, being highly proficient in the use of Microsoft Office packages.
- A good understanding of FCA rules and compliances.
We are offering a competitive salary of £32,500 - £37,000 per annum, depending on experience. If you are a motivated individual with excellent communication skills and a passion for delivering exceptional results, please apply.
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Financial Administrator Role
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