Administrator - Financial industry

£15000 per annum
08 Sep 2017
06 Oct 2017
Recruitment Genius Ltd
Job Level
Contract Type
Part Time
This practice has a new part time opportunity for an excellent Administrator with Financial services experience to join their rapidly expanding team. They are a growing Wealth Management/ IFA practice based in Central Farnham/ Surrey.

21 hours per week (3 days) with a salary of £15,000 for 3 days (FTE £25,000)

They are looking for some forward focused, great with IT, excellent attention to detail and a hunger to grow with the business.

A proactive role which requires you to build and strengthen relationships with office colleagues, clients, providers and all other associated third-parties.

The role:
- Working with the Financial Planner and Paraplanner to prepare information as applicable for client meetings
- Ensure that post meeting requirements for information and signature are clearly marked and summarised so that the need for follow up calls and request for information is minimised
- Establish and maintain electronic client files in line with company standards and up to date
- records are appropriately stored at all time and available for spot checks, compliance and regulatory audits as requested
- Record, monitor and drive progress of on-going work, diarising and chasing
- Receive fact finds, file notes, client risk profile questionnaires and other compliance documents
- Daily opening and processing of the post
- Processing Letters of Authority received from the client
- Process new business applications in line with my client's processes and procedures
- Upon completion of client file and file sign off, upload paper file to Intelligent Office
- Sending out completion Statements and letters to clients in a timely manner when the business has completed
- Answer and deal with routine enquiries, via telephone, email and post, in line with the company standard
- Administer existing client information amendments, updates and policy alterations
- Support in the reconciliation of commission statements, bank accounts and invoices to have monthly accounts and commission figures ready for payroll and month end if required
- Maintain an up to date understanding, awareness and appreciation of all compliance and regulatory guidelines that are applicable to the administration function and fully adhere to these guidelines
- Maintain a flexible approach to hours and tasks so that cover is in place across the team at agreed times

- Relevant experience gained within an IFA environment
- Excellent team working skills
- The ability to prioritise and juggle workload
- Excellent communication skills - both written and verbal
- Attention to detail
- Tenacity and ability to see things through to completion
- Client confidentiality
- Excellent record keeping skills
- Sound knowledge of CRM systems
- Sound knowledge of platforms
- Good knowledge of Excel

If you feel that you have the necessary skills and a great personality they would love to hear from you. Please click apply.

If you haven't heard from them after 2 weeks please presume that you have been unsuccessful.

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