________________________
_______________________
________________________
______________________
________________________
_____________________
____________________
______________________
_______________________
_________________________
We are looking for an ambitious and motivated Financial Administrator to join a growing administration team within a key Financial Services client based in the heart of Belfast. You will be supporting the administration and management of complaint cases and DSAR (data subject access requests) and ensuring the timely and accurate preparation and distribution of sensitive information. Candidates will be required to work 37.5 hr week working Monday to Friday 9am to 5.30pm, on a hybrid model of 2 days in the office each week. Hands on training will be provided in office for the first 2 weeks so you will be confident with systems and providing exceptional administrative support. Key responsibilities as a Financial Administrator: Manage your own case load to complete cases in a timely manner. Complete cases by gathering the available evidence and data. Update and capture relevant data to the case management system accurately. Provide accurate responses in a timely and professional manner. Follow company processes and procedures at all times. Adhere to Financial Services Authority and Information Commissioner's Office guidelines at all times. To be considered for the role as Financial Administrator, the below skills are advantageous: Previous administration experience or equivalent Confident processing information with accuracy Great communications Proactive and motivated to work toward the teams' goals Desire to learn and improve Previous data subject access request (DSAR) experience or knowledge would be advantageous We are committed to equality of opportunity for contractors all applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any job offer is subject to satisfactory pre-employment screening checks. These consist of 5-year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks. To apply for this role as Financial Administrator, please click apply online and upload an updated copy of your CV. To help you stay safe in your job search we will never ask for your bank details at the application stage. Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.
IFA Administrator Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business. We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business. Main Responsibilities for the successful IFA Administrator: Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. Prepare documentation for meetings, set up client records and gather existing plan information. Accurately maintain all client records with any activity undertaken. Action changes to clients' policies as instructed from fund switches, withdrawals to income payments. Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20 different providers with varying requirements and processes. Process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion. Update business trackers and actively maintain the client record with notes regarding all activity undertaken. Check adviser meeting notes and provider correspondence and use experience and knowledge to correctly identify all action required and set up accurate work tasks. Attend and contribute to Team and staff meetings. Take responsibility for managing own workload and proactive problem solving. Undertake personal training to maintain and develop knowledge and communicate to rest of team. About the successful IFA Administrator: One to two years' minimum experience of working in financial services Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred) Excellent Communication and Costumer service skills Ability to work well under pressure Experience working large client base and different providers Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests. Adapt to a fast-changing environment working with Team Leader and Senior Managers as well as helping other staff What we offer in return to the successful IFA Administrator: Salary £24000 per annum - Negotiable depending on expereince Monday to Friday UK's leading wealth management pension scheme Unrivalled career development prospects National Training and ability to up skill your existing skill set. If you are passionate about the financial sector and want to be part of fantastic team, please do not hesitate to contact us for more details! Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy