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Recruit UK
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Exeter, Devon
Financial Administrator
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Job Type: Full-time |
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Salary: £22,000 per annum |
Overview
Job Title: Financial Administrator Industry: Financial Services Location: Exeter, Devon Salary: £25,000 Reference Number: 14502 Job Description: Recruit UK are working on an excellent opportunity for a Financial Administrator in Exeter to join a Chartered practice. This is an excellent opportunity for a Financial Administrator seeking a supportive firm that will assist you with further professional development. They will support you as an administrator to obtain your Diploma in Financial Planning through to Chartership if desired. The purpose of the position is to support the company in terms of new business and offering clients a high level of ongoing service. Your main duties as a Financial Administrator will include but not be limited to: Supporting the financial advisers to meet business targets You will be the first point of contact for client service to resolve administrative issues You will manage the financial advisers diaries by booking meetings Prepare meeting packs and assist advisers with arranging them Assist Paraplanners to conduct product and investment research Assist Paraplanners to write suitability letters to confirm advice You will help ensure files are compliant and complete Process new business and track to completion You will write letters to clients and providers Provide a high level of service to clients, including regular valuations Maintain and update back office systems Perform other ad-hoc tasks in the office as required What’s in it for you: 25 days annual leave plus 8 days bank holiday leave, increasing with length of service Competitive salary up to £25,000 (negotiable) Contributory Company Pension Scheme 8.45am - 5pm Monday to Friday, with one-hour lunch Additional benefits and rewards packages Skills and experience required: GCSE passes grade C or above in English Language and Mathematics (or equivalent) Ideally, CII Award in Financial Administration (or equivalent) Level 4 Diploma advantageous Financial Services Administration experience is essential, ideally within IFA Knowledge of MS Office, FSA Compliance procedures You will have experience with completing suitability letters and other client / product provider correspondence You must be able to priorities and manage your own workload Able to communicate efficiently with all individuals including the Financial Planners High level of organisational skills with a keen eye for detail Previous experience within an IFA is desirable Knowledge of pensions/pensions administration is desirable Research and analysis skills re: financial advice is desirable Familiar with Intelligent Office is desirable Project management and Investment research knowledge is desirable 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 a Chartered practice based in Exeter 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.