Financial Operations Specialist

2 weeks ago


Ivybridge, Devon, United Kingdom MLT Recruitment Services Full time
Job Title: Financial Administrator

We are seeking a highly organized and detail-oriented Financial Administrator to support our client's advisory team. The ideal candidate will have a strong understanding of financial planning, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Key Responsibilities:
  1. Client Support: Assist financial advisors in preparing for client meetings, including the production of reports, financial plans, and recommendations.
  2. Research: Conduct thorough research on financial products, investment options, and market trends to support advisors in making informed recommendations.
  3. Compliance: Ensure all client interactions and documentation comply with FCA regulations and company policies.
  4. Communication: Liaise with clients to gather necessary information, answer queries, and provide updates on their financial plans.
  5. Reporting: Prepare detailed financial reports, projections, and summaries for advisor review and client presentation.
  6. Data Management: Maintain accurate and up-to-date records in our CRM system and ensure data integrity.
Requirements:
  1. Education: Diploma in Financial Planning or equivalent qualification preferred, but relevant experience working as a financial administrator/paraplanner is more important.
  2. Experience: Minimum of 2 years' experience working in a financial administrator or related role.
  3. IT Skills:
  • Fully competent in desktop applications (proficient in Microsoft Word, Excel, and Outlook).
  • Experience with FE Analytics preferred but not essential as training is offered.
  • Intelliflo is our back-office system - previous experience not essential; training offered.
Preferred Attributes:
  • Understanding of financial products, investment strategies, and market trends.
  • Familiarity with regulatory requirements and compliance standards within the UK financial services industry.
What We Offer:
  1. Competitive Salary (dependent on experience and qualifications).
  2. Professional development opportunities and support for further qualifications.
  3. Flexible working arrangements.


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