Finance Administrator

Job Description

Vacancy: Finance AdministratorLocation: Dorset - Flexible working between home and 2 officesSalary: £24,000pa-£27,500pa DOEHybrid working: 37.5 hours Monday to FridayCore day: 10.00am-4.00pm: Start/finish time flexible between 8.00am-6.00pmHoliday: 5 weeks plus 8 bank holidaysPension: 3% of gross salaryPrivate Medical Insurance: after 6 months of serviceBonus: Annual discretionary bonusExaminations: Support with costsPlatinum Recruitment is working with a successful Chartered Independent Financial PlanningCompany based in Dorset, to hire a Finance Administrator. You will be joining a company that prides itself on being a very relationship-based company, and its work ethos is around building long-term client relationships and providing an exceptional level of service.The ideal candidate- Your experience will have been gained from working within an IFA Business. The ideal candidate will have a good knowledge of platforms, such as abrdn Wrap (formerly Standard Life Wrap), Novia and Quilter along with experience with a back-office system suchas Intelligent Office.You will be liaising with clients, providers, and colleagues so a high standard of communication skills both written and verbal, is essential. You will also need to have good analytical and problem-solving abilities and have excellent attention to detail.You will be involved in a wide variety of tasks including:

• Dealing with client or provider queries promptly, via telephone and email
• Distribution of letters of authority and collating policy information from providers, to include a wide range of products i.e. ISAs, General Investment Accounts, Investment Bonds & Trusts, Personal Pensions, SIPPs, SSAS, Defined Benefit Schemes
• Fund performance analysis via FE Analytics
• Maintaining client platform accounts, sales and subscribe, and rebalancing
• Processing ad hoc withdrawals from various product types
• Maintenance of clients regular income, including cash balances
• Setting up and amendments of regular client contributions
• General administration and servicing including processing death certificates and changes to client personal information
• Production of illustrations for protection and annuities via Assureweb and requesting and collating Enhanced and Immediate Needs Annuity quotations
• Recommending improvements to administration processes to increase efficiency
• Maintaining strict confidentiality and adhering to FCA regulations and internal policy and procedure is paramount

Sound like the role for youPlease get in touch with an up-to-date CV and contact number for all the details on this Finance Administrator role in Dorset.Dont forget to speak to your consultant about our "Recommend a Friend" referral scheme and find out how you could earn up to £250 per recommendation.Consultant: Roxanne Dunlop Job Number: INDCOMMJob Role: Finance AdministratorLocation: DorsetPlatinum Recruitment is acting as an Employment Agency in relation to this vacancy.