Are you an experienced Finance Administrator seeking a new challenge?
Recruit UK are working on an excellent opportunity for an administrator in Taunton to join a Financial Planning practice.
This company is a chartered firm that is listed as one of the UK’s top firms. They owe their growth to great clients and employees which in turn develops a positive work environment. They’re seeking a talented and ambitious professional that is seeking a company to invest in their growth and professional career.
The duties will include but not be limited to the following:
* Setting up clients on Intelligent Office
* Processing Letters of Authority
* File relevant documents, and record to the database efficiently
* Liaise with the financial advisers with regards to progress and completion of tasks
* Liaise between clients and providers to ensure information is complete and correct
* Process New business - ensure applications are complete to checklists and specifications
* Prepare new business to enclose memo and issue applications and associated paperwork to the relevant parties
* Issue policy documents to clients
* Existing customer service - process fund switches, sale of assets online
* Manage and issue review letters
* Update IO in relation to changes to clients or policy records
* Valuations - prepare valuations as requested
* Liaise with providers to ensure all data is correctly entered into IO - produce reports
* Customer service external and internal - liaise with clients, internal departments efficiently and professionally
* Electronic filing - scan and index all incoming post into Virtual Cabinet and liaise with designated advisers where appropriate
* Call Handing - answer incoming telephone calls
* Other duties may include: covering sickness and holiday of other administrators, assist in the smooth flowing of the department, archiving, ad hoc projects when they arise
What’s in it for you:
* Attractive and competitive salary
* Flexible approach to office hours
* Variety of social events each year for the office
* Excellent training and development opportunities
Skills and experience required:
* Experience with Intelligent office desirable
* Previous experience as a Financial Administrator, IFA firm experience advantageous
* Excellent communication, time management and organisation skills
* Individual with an ambition to succeed
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 a Financial Planning practice based in Taunton on an Administration 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.
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