Job Description
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
