Financial Administrator

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.