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.

Apply for Administrator - Financial industry

Already uploaded your CV? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your CV must be a .doc, .pdf, .docx, .rtf, and no bigger than 1MB

4000 characters left

By applying for a job listed on Independent Jobs you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.