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Financial Administrator

2 weeks ago

Birmingham, United Kingdom Tenet Group Full time

_Financial Services Administrator _
Work from home.

Circa £25,000 p.a. (pro-rata for part time, 20 hours per week and depending on skills, experience and qualifications)

We have an exciting opportunity for an experienced Financial Services Administrator to join one of our appointed representative businesses. True Financial Design are a vibrant, fully independent financial services business who believe in educating and empowering clients to make positive decisions through holistic lifestyle financial planning.

Key Responsibilities:

- Act as a main point of contact and deal effectively with queries from clients and other parties
- Establish and build strong relationships with clients
- Entering and maintaining the accuracy of client data and assisting in preparing for and documenting client appointments and financial advice services
- Liaison with product providers, consultants and clients for data gathering and ongoing servicing queries
- Establishing and maintaining files and records
- Inputting Data into iO back-office system
- Responsibility for distribution of company newsletter
- Responsible for office supplies, invoicing, company gifts
- To keep abreast of changes to and comply with relevant Financial Conduct Authority regulations
- Taking responsibility for own learning and development with support of the business

**Benefits**:
In return you’ll receive a generous basic salary of circa £25,000 p.a. (depending on skills, experience and qualifications), 22 days annual leave (plus public holidays) and personal pension. Salary and annual leave will be pro-rated based on part time hours, 20 per week, anticipated to be 10am to 2pm, Monday to Friday.

About you:
You’ll have significant previous experience in a financial services administration role and ideally you will have experience providing PA and diary management support to senior colleagues.

You’ll also be able to demonstrate:

- Previous experience using financial services back-office systems (ideally Intelligent office, Asana and Mailchimp).
- Sound IT skills, working knowledge of MS Word, Excel
- Self-motivation, confidence and able to work effectively as part of a remote-working financial planning team
- The ability to organise your own workload and prioritise effectively
- Excellent attention to detail
- Good understanding of MS Office including Word, Excel and Outlook
- The ability to take control of your own personal development with support
Want to apply?

**Job Types**: Part-time, Permanent
Part-time hours: 20 per week

**Salary**: £25,000.00 per year

Reference ID: Tenet LK FSA