Financial Services Administrator
5 days ago
A rare opportunity exists for an experienced administrator to join Robinson Financial Careers as a Junior Paraplanner / IFA Administrator at their office.
Applications are welcomed from administrators, case managers, and junior paraplanners currently working within financial services, who are looking for a mature working environment and the opportunity to develop a rewarding career to DipFS status.
Key Skills
• Strong previous administration background
• Excellent organisational skills
• Ability to self-manage their day
• Self-starter
• Works well to deadlines
• Ability to track work and provide chasers to ensure work is completed efficiently in a timely manner
• Telephone skills, both incoming and outgoing
• Works well under pressure and able to reorganise their day to meet urgent requests from the team
• Works well in a team as well as on their own
• Takes initiative when completing tasks
• Willing to learn new skills and develop more complex financial administration skills over a 12-18 month period
• Report writing and research
Responsibilities
• Issuing reports and letters, completed by the team to clients.
• Completing application forms on behalf of clients.
• Issuing forms to clients and sending completed forms to providers.
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