Due to growth, our client, a reputable Chartered Firm based in Norwich are looking to bring an experienced Financial Administrator into their team. The successful candidate will provide a welcoming, efficient and professional client service with a high focus on quality and accuracy. This is an amazing company to work for, giving their employees the opportunity to progress and complete qualifications to advance their skills.
Key Responsibilities:
- Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation.
- Process and monitor new business and 'top ups' to existing business through to completion.
- Prepare client valuations and review packs.
- Process all post-review related paperwork and prepare relevant correspondence as required.
- Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner.
- Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures.
- Ensure all client records and data are maintained accurately and efficiently.
- Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications.
- Send out letters of authority and correspondence to clients, professional introducers and other third parties.
- Prepare new client meeting packs.
- Calculate fees, raise client invoices and chase outstanding fees as required.
- Effective management of day-to-day work through the company's workflow system.
Skills:
- Experienced Financial Administrator
- Understanding of FCA rules, ethics and financial regulations
- Diploma in Financial Services is desirable
- Strong IT skills, MS Office Word and Excel
- Excellent organisational and communication skills
- Good numeracy skills
- Attention to detail
- Demonstrate an adaptable approach to work
- Ability to work within a team environment
Benefits:
- Competitive compensation package
- Generous Company Pension Contribution
- Flexible Working Hours
- Exam support
- Continuous training and professional development opportunities
- A collaborative and supportive team environment
V/12580