Financial Administrator

3 days ago

Taunton, Somerset, United Kingdom RecruitUK Full time £18,000 - £30,000 per year
Job Description

Location: Taunton, Somerset

Salary: Circa £21,000

Reference Number: 14261

Job Description:

Are you an experienced Finance Administrator seeking a new challenge?

Recruit UK are working on an excellent opportunity for an administrator in Taunton to join a Financial Planning practice.

This company is a chartered firm that is listed as one of the UK's top firms. They owe their growth to great clients and employees which in turn develops a positive work environment. They're seeking a talented and ambitious professional that is seeking a company to invest in their growth and professional career.

The duties will include but not be limited to the following:

  • Setting up clients on Intelligent Office
  • Processing Letters of Authority
  • File relevant documents, and record to the database efficiently
  • Liaise with the financial advisers with regards to progress and completion of tasks
  • Liaise between clients and providers to ensure information is complete and correct
  • Process New business - ensure applications are complete to checklists and specifications
  • Prepare new business to enclose memo and issue applications and associated paperwork to the relevant parties
  • Issue policy documents to clients
  • Existing customer service - process fund switches, sale of assets online
  • Manage and issue review letters
  • Update IO in relation to changes to clients or policy records
  • Valuations - prepare valuations as requested
  • Liaise with providers to ensure all data is correctly entered into IO - produce reports
  • Customer service external and internal - liaise with clients, internal departments efficiently and professionally
  • Electronic filing - scan and index all incoming post into Virtual Cabinet and liaise with designated advisers where appropriate
  • Call Handing - answer incoming telephone calls
  • Other duties may include: covering sickness and holiday of other administrators, assist in the smooth flowing of the department, archiving, ad hoc projects when they arise

What's in it for you:

  • Attractive and competitive salary
  • Various employee benefits
  • Flexible approach to office hours
  • Variety of social events each year for the office
  • Excellent training and development opportunities

Skills and experience required:

  • Experience with Intelligent office desirable
  • Previous experience as a Financial Administrator, IFA firm experience advantageous
  • Excellent communication, time management and organisation skills
  • Individual with an ambition to succeed

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning practice based in Taunton on an Administration role.

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

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