Financial Administrator

Leamington Spa Commercial
Royal Leamington Spa
14 May 2017
13 Jun 2017
Contract Type
Full Time

We are currently recruiting for a Financial Administrator to join a growing accountancy firm based in Leamington Spa. This will be a full time permanent position with a salary between £18,000 - £22,000 DOE.

Please note a minimum of 2 years’ experience working in an IFA is required. The successful candidate should Ideally be studying towards financial certificate or diploma in financial planning or prepared to study towards this.

Main duties of the Financial Administrator: General

Comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures.

To ensure that the firm’s clients are treated fairly at all times.

To work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience.

Attend training and to develop relevant knowledge and skills.


To deal with telephone / email enquiries.

Managing own workflow to ensure tasks are completed in an accurate and efficient manner with deadlines met.

Create and maintain filing systems / client files.

Arrange meetings / book appointments.

Update and maintain the firm’s records / registers, as required.

Update and maintain the firm’s diary system.

Requesting quotes / comparisons as requested by advisers

Retrieving policy information from providers via phone or websites.

Submitting new business.

Processing transactions on provider wrap platforms and ensuring a healthy cash balance is maintained

Compiling invoices.

Liaising with product providers as and when necessary.

Assisting advisers to provide all required information to paraplanner to create suitability report.

Assisting advisers to provide all required information for client meetings.

To attend meetings as and when required.

Maintain a computerised customer database.

Type and word-process various documents and electronic information.

Create financial reports using spreadsheets.

Manage, organise and update relevant data using database applications.

Carry out any other duties as required by the Financial Services Office Manager

General office duties including filing, shredding, photocopying and binding

Carry out any other duties as required by the Director.

Person Specification

Good written and oral communication skills.

Good report writing skills.

Good methodical and organisational skills.

Computer literacy and good typing skills.

Accurate with good attention to detail.


Detailed knowledge of the FCA’s and the firm’s record keeping requirements.

Basic knowledge of the financial services sector.

Knowledge of the following software packages and research tools: Intelliflo, Microsoft (Outlook, Word and Excel), Assureweb, Trustnet & Providers Websites.

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