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Finance Administrator

2 months ago

Surrey, United Kingdom *Intega IT Recruitment Ltd*I.T & Technology Recruitment Experts* Full time

Finanace / IFA Administrator required to join highly regarded Financial Advisory firm.

Key responsibilities will include:

  • Providing proactive administrative support for the paraplanners and IFAs
  • Preparing and processing documentation for any new and existing clients
  • Managing cases utilising CRM portals and provider platforms
  • Handling incoming queries from internal staff, clients and external providers via email and telephone
  • Ensuring all compiled files meet with compliance requirements and reporting any that do not to the appropriate parties
  • Liaising with product providers and other third parties
  • Promoting the company’s services in a professional and FCA compliant manner

What they are looking for:

  • Previous experience of an administrative role within the financial services industry (Required)
  • GCSE Maths and English Language (or equivalent) - graded C or above (Required)
  • Excellent written and verbal communication skills (Required)
  • Strong numeracy skills (Required)
  • Exceptional attention to detail (Required)
  • Ability to understand and analyse financial and non-financial data (Required)
  • Experience in communicating with and managing expectations with clients (Required)
  • Desire to learn and develop (Required)
  • High level of initiative (Required)
  • Ability to work independently and as part of a team (Required)
  • Literate with MS products including Outlook, Word and Excel (Required)
  • Prior experience working with CRMs/online portals such as Intelliflo Office (Desired)
  • Platform experience with Nucleus, Transact, Quilter and Standard Life (Desired)


If you are looking to join an a small, friendly team offering a pathway to train as a Paraplanner further down the line then please apply to Katie Collins for more detail.