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Financial Administrator

Job LocationAlton
EducationNot Mentioned
Salary20,000 - 280,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Manage the administration workflowDevelop, consistently implement and review processesReceive and implement requests from advisers and paraplannersRegister and utilise appropriate extranets/websites and other forms of e-businessMaintain up to date client records and data using our back-office database, Intelliflo OfficeMaintain up to date records on our document management system, Virtual CabinetObtain plan information from providersProcess and track new business applicationsPrepare and issue Letters of Authority and track responsesInvoice preparationLiaise with clients and providersOperate within the compliance and corporate standards of the businessUndertake appropriate professional development and trainingReport on key measures on a regular basisJob Types: Full-time, Permanent


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