Financial Administrator

4 days ago

Exeter, Devon, United Kingdom RecruitUK Full time £30,000 - £40,000 per year
Job Description

Job Description:


Recruit UK are working on an excellent opportunity for a Financial Services Administrator in Exeter to join a Chartered practice.

The purpose of the position is to support the Financial Planners both in terms of new business and offering a high level of ongoing service. 

Main Duties

  • Support financial planners to meet business targets
  • Act as day-to-day point of contact for client service to resolve administrative issues
  • Manage financial planners' diaries by booking meetings
  • Help financial planners prepare for meetings
  • Assist Paraplanners to conduct product and investment research
  • Assist Paraplanners to write suitability letters to confirm advice
  • Help ensure files are compliant and complete
  • Process new business and track to completion
  • Write letters to clients and providers as appropriate
  • Provide a high level of service to clients, including regular valuations
  • Perform general office administration tasks, such as handling post, emails
  • Maintain and update back office systems, including Wrap platforms
  • Help organise events and seminars
  • Perform other ad-hoc tasks in the office as required


What's in it for you:

  • 25 days annual leave plus 8 days bank holiday leave, increasing with length of service
  • Competitive salary to be discussed on application
  • Contributory Company Pension Scheme
  • 8.45am - 5pm Monday to Friday, with one-hour lunch

Skills and experience required:

  • GCSE passes grade C or above in English Language and Mathematics (or equivalent)
  • CII Award in Financial Administration (or equivalent)
  • Financial Services Administration experience
  • Excellent telephone manner and confident in dealing with clients / third parties
  • Knowledge of MS Office, FSA Compliance procedures
  • Understanding of the Financial Advice process
  • Compilation of suitability letters with other client / product provider correspondence
  • You must be able to priorities and manage your own workload
  • Have excellent team working skills
  • Able to communicate efficiently with all individuals including the Financial Planners
  • High level of organisational skills with a keen eye for detail
  • CII Certificate in Regulated Financial Service (or equivalent) is desirable
  • Previous experience within an IFA is desirable
  • Knowledge of pensions/pensions administration is desirable
  • Research and analysis skills re: financial advice is desirable
  • Familiar with Intelligent Office is desirable
  • Project management and Investment research knowledge is desirable

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 Chartered practice based in Exeter on a Financial Services Administrator 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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