Financial Administrator

Our client is looking for a Financial Administrator to join their team in London.

Financial Administrator Key Responsibilities:

• Prepare client meeting packs and process action points post-meeting.
• Produce accurate and timely client portfolio summaries and plan schedules.
• Process new business in line with company procedures and compliance requirements.
• Liaising with clients and providers, providing regular updates to clients on the progress of advice.
• Helping to compile month-end figures.
• Maintain data entry requirements by following company techniques and procedures and maintaining activity/task lists within Intelligent Office.
• Process fund switches and update valuation details.
• Diary management for advisers, organising client meetings.
• Manage ongoing client review process for each adviser, ensuring client reviews are organised in line with Client Service and Fee Agreement requirements.
• Maintain client confidence by keeping information confidential. Refer to the company Data Protection Policy.
• Work with team and contribute to team effort by accomplishing team agreed objectives with regard to administration support.
• Read client reports to understand the client’s circumstances and rationale for advice given.
• Dealing with general client queries and administration required by the team.
• Occasionally attend client meetings with advisers to provide administration support and build client relationships.
• After the first year in the role, you will be expected to start writing suitability letters and handle more technical queries to progress to Support Executive.

Skills and Qualifications:

• 12 months of previous experience in a Financial Services role.
• Good foundation knowledge of advice processes and products.
• Studies towards CII exams are preferable but not essential.
• IT competent with knowledge of Intelligent Office an advantage.
• Highly organised, competent administrator with a positive attitude and enthusiastic nature.
• High personal standards to deliver quality support to both team and clients.
• Evidence of previous administration skills such as organisation, prioritisation and ability to work under pressure.
• Confidentiality is key, thoroughness and attention to detail, effective communication and confidence to question and work with teams and advisers.

The role would suit a results-driven, analytical, and tenacious individual who is keen to develop a career in Financial Services.

Job Posting Financial Administrator in Central London advertised on The JobsBoard.

All applications are forwarded to Artemis Recruitment Consultants Ltd, and they will contact you directly.