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Financial Administrator

Recruit UK
Job LocationDerriford
EducationNot Mentioned
Salary£25,000 - £28,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title: Financial AdministratorIndustry: Financial PlanningLocation: PlymouthSalary: £25,000Job reference: 15254Recruit UK are working on an excellent opportunity for a Financial Administrator to join an a Financial Advice practice in Plymouth.You will support the advisers by completing administration tasks. This includes but is not limited to:

  • Prepare and maintain client files including ensuring GDPR requirements met, ensure all paperwork in order and scanned appropriately, keep within company procedures.
  • Client administration including processing letters of authority, processing switches, processing business, requesting valuations and discussing general information with clients.
  • Liaise between client, adviser and providers as required.
  • Team working, ensure you’re a good link between clients, advisers and paraplanners.
  • Clients first, ensure they’re treated fairly with professionalism.
  • Keep updated with rules, regulations and changes in requirements.
    • Benefits:
  • Salary from £25,000
  • Opportunity to develop and receive training
  • Company Benefits
  • Assistance with growth and exams
    • Skills and experience required:
  • Exceptional interpersonal skills
  • Time management and attention to detail
  • Understanding of FCA requirements
  • Outstanding data keeping/ client record management
  • Understanding of Microsoft office, financial back office systems, and platforms
  • Friendly, supportive with a strong work ethic
    • About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Financial Advice firm based in Plymouth on a Financial Administrator role.Our commitment to you:Start every journey with a conversation to find out about you in-depth.Provide honest feedback on where you fit in the jobs market.Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.Take a holistic mindfulness approach - career happiness is rarely just about the money.Cover the whole of the UK with a local touch through our regional teams.Never pester you.Additional information:Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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