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Financial Administrator

Mulberry Recruitment
Posted 9 days ago, valid for 13 days
Location

Winnersh, Berkshire RG41, England

Salary

£30,000 - £35,000 per annum

Contract type

Part Time

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Sonic Summary

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  • The position of Financial Administrator is available in Winnersh with a salary range of £30,000 to £35,000 for part-time hours of 20-30 per week.
  • The role involves handling client queries, recording communications, and organizing annual financial planning reviews on behalf of Financial Advisors.
  • Candidates should have experience in the Financial Services or Planning sector and familiarity with working alongside Financial Advisors.
  • Key responsibilities include managing client onboarding, processing new business submissions, and preparing documentation for client meetings.
  • A strong understanding of investments, pensions, and family wealth planning, along with excellent communication skills, is essential for this role.

FinancialAdministrator

Winnersh

30,000-35,000

Parttime20-30hours

MyclientisseekingaFinancialAdministratorbasedinWinnersh.Youwouldberesponsiblefordealingwithqueriesfromclients,ensuringallcommunicationisaccuratelyrecordedandorganisingfinancialplanningannualreviewswithclientsonbehalfoftheFinancialAdvisors.TheidealcandidatewillhaveexperienceworkingwithinFinancialServices/PlanningandworkingalongisdeFinancialAdvisors.

Duties

Quicklyandeffectivelydealwithqueriesfromclientsthroughclearandthoroughcommunication.

EnsureallwrittenandelectronicclientcommunicationareaccuratelyrecordedandmaintainedtoIntelliflo(iO).

Collect,collate,andrecordclientpolicyinformationandcriticaldatainaccordancewiththeprinciplesofKYC.

Obtainpolicyinformation,quotes,illustrations,andproductdetails.

Newclienton-boardingfrominitialcontactuntilfundsareinvested.

Processandsubmitnewbusinesstoprovidersandensureapplicationsarecompletedefficiently.

Placinginvestmenttrades,fundswitches,andonoccasion,conductingpeerreviewsonfundswitchesinstructedbycolleagues.

OrganisingfinancialplanningannualreviewswithclientsonbehalfoftheFinancialAdviser.

Preparedocumentationforinitialclientmeetingsandannualfinancialreviews,includingproductliterature,illustrations,providerformsandclientagreements.

BeproficientsendingcriticalclientdatabyDocuSignandotherelectronicmethods.

Create,schedule,andmanagefollowuptasksrelatingtoclientmeetings,ad-hocrequests,andnewbusinesssubmissionsoniO.

AssistandworkcollaborativelywithothermembersoftheAdministrationandParaplanningteam.

Experience&Qualifications

ExperiencewithinanIFArelated/PensionsorInvestments-financialservicesindustry.

ExperienceusingiOisdesired,butnotessential.

Knowledgeofinvestments,pensions,andfamilywealthplanning.

Excellentwrittenandverbalcommunicationskillsareessential.

UnderstandingtheneedsofthebusinessesFinancialAdvisersaswellasFCArulesandrequirements.

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