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Financial Administrator

Mulberry Recruitment
Posted 2 months ago, valid for 8 days
Location

Winnersh, Berkshire RG41, England

Salary

£30,000 - £35,000 per year

Contract type

Full Time

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Sonic Summary

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  • The Financial Administrator position is based in Winnersh and offers a salary range of £30,000 to £35,000 for a full-time role of 37.5 hours per week.
  • The successful candidate will be responsible for handling client queries, maintaining accurate communication records, and organizing annual financial planning reviews on behalf of Financial Advisors.
  • Candidates should have experience in the Financial Services or Planning sector, ideally working alongside Financial Advisors, with knowledge of investments, pensions, and family wealth planning.
  • Strong written and verbal communication skills are essential, and familiarity with the iO system is preferred but not mandatory.
  • The role requires a collaborative approach, assisting with various administrative tasks and understanding the needs of Financial Advisors within FCA regulations.

FinancialAdministrator

Winnersh

30,000-35,000

Fulltime37.5hours

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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