Financial Administrator - Bath

Financial Administrator
Ref: 28 Date Posted: Tuesday 12 Nov 2019
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We are looking for a bright, conscientious individual to provide administrative support to a Financial Advisor and their team. You will be working alongside the adviser's Assistant and Paraplanner supporting them with a variety of tasks. The ideal candidate will have previous experience in a similar environment. This role will be varied and would suit an individual who is organised, has a high level of attention to detail and is confident dealing with client's and product providers in person and over the telephone.

Your responsibilities will include, but not be limited to:

  • Liaising with product providers
  • Collating information and producing client valuations
  • Scanning and electronic filing
  • Carrying out Anti-Money Laundering checks
  • Data entry, maintaining registers and client information.
  • Preparing new business applications and paperwork for client meetings
  • Using various online systems to obtain information
  • Dealing with written and telephone enquiries from clients and product providers.
  • Ensuring that procedures and compliance requirements are adhered to
  • Answering the telephone and directing calls
  • Preparing refreshments for meetings
  • Managing your own workload to ensure deadlines are met
  • Providing general administration support
  • Helping other teams with various tasks as and when required

In addition, the candidate will :

  • Have a previous experience in a similar role in Financial Services
  • Have good knowledge of wealth management products including pensions, investments and protection
  • Have equivalent qualification to A level standard or above
  • Have a friendly and professional attitude
  • Have knowledge of Microsoft products including Outlook, Excel and Word
  • Have the ability to react to varying situations with a can do and proactive attitude
  • Have the ability to multi task
  • Be organised and methodical
  • Have a high level of attention to detail
  • Be a confident communicator

Package offered:

  • Working hours to be agreed, min 21 hours per week between 9 -5 Monday - Friday
  • Contributory pension scheme
  • Discretionary bonus