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Skills Direct Ltd
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Melksham, Wiltshire
Financial Administrator
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Job Type: Full-time |
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Salary: £18,000 per annum |
Overview
Do you have a background in the Financial Industry, looking to remain within the field, but in an administrative role only? Skills Direct are delighted to be working with a highly successful client who excel in offering financial advice to individuals, organisations and businesses alike. We are urgently recruiting for an experienced Administrator, working 9am to 5pm, or part-time hours to suit Your Qualities: • Good financial services industry experience and knowledge of products, providers and platform solutions • Excellent organisation and communication skills • Effective relationship building, delivering efficient client services • Effective time management, prioritising and proactive responsibility for own workload in accordance with company procedures • Reporting consistently and accurately • Excellent attention to detail and accuracy • Ability to take initiative, problem solve and develop solutions • Good IT skills - Intelliflo experience would be beneficial • Compliance and regulatory awareness. What Will I Be Doing? • Provide a high standard of administration and support to the Financial Planners and Owner and work with outsourced Paraplanner, to maintain and manage client records, prepare valuations and issue communication in various formats. Current systems used are Intelliflo, and various Wrap Platforms including Standard Life, Aviva, etc. • Ensure that all records are maintained in a compliant manner • The role will involve promoting the company’s services in a professional and FCA compliant manner • Working in collaboration with the Financial Planner, you will deal effectively with the general running of the office and systems • You will record any client communications (whether that communication is written, oral or electronic) including client-related communications with third parties • Maintain and prioritise your own workload in accordance with the company’s requirements • Ensure that New Business is processed within a timely manner and records updated accordingly • Ensure all processes are followed, suggestions for improvements are welcomed to ensure everyone works efficiently • Promote a paperless office at all times, including dealing with post on a day to day basis and on client reviews. You will also be providing general office and administration tasks within your job role.