SENIOR FINANCIAL ADMINISTRATOR - BUCKINGHAMSHIRE 2 REMOTE DAYS :

I AM SOURCING A SENIOR SKILLED CANDIDATE IN FINANCIAL SERVICES ADMINISTRATION LINKED TO A GREAT, FABULOUS FINANCIAL SERVICES IFA FIRM. YOU MUST HAVE A MINIMUM OF 5 YEARS SKILLS IN THE ROLE.

This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment. HENCE WHY THE SUCCESSFUL FINACIAL SERVICES SENIOR ADMINISTRATOR WILL HAVE 5 YEARS MINIMUM SKILLS LINKED TO THE ROLE - SKILLED FINANCIAL SERVICES ADMINISTRATOR (LINKED TO INVESTMENT AND PENSIONS AND SUPPORTNG THE ADVISORS AND THE PARAPLANNERS IN STRONG ADMIN SKILLS)>

Role Purpose

As outlined, To provide support to Teams company of paraplanners and advisers, across a range of tasks

Reporting to TBC

Role Accountabilities

• Liaising with clients, product providers and other 3rd parties

• Preparing documentation, including valuations, for client meetings

• Obtaining illustrations/quotations, product literature and fund/transfer values from product providers and other 3rd parties

• Sending information requests to providers, and managing these through to receipt of information

• Maintaining accurate client records and updating client database (CURO)

Personal Competencies

• Intelligent, honest, ambitious and self-motivated – a “can do” attitude

• Analytical and problem-solving approach

• Building Relationships

• Strong team worker

• Good communicator

• High Ethical Standards

• Professionalism in appearance and manner

• Ability to prioritise work to meet deadlines

• High attention to detail, grammar and accuracy

Qualifications YOU MUST HAVE

Highly Desirable:-

• Computer literate, with experience of Curo, Excel spreadsheets, platform experience

• Highly numerate

• CII qualifications reflecting a core understanding of tax, pensions and investments

Benefits:-

• Office 3 Days. Home 2 Days

• Salary based on experience

• 25 days annual leave

• 4% Company Pension and 66% of Company NI on Salary exchange

• Death in Service (up to £200k)

• Cash Plan

BE GREAT TO GET UPDATED CV FOR SKILLED CANDIDATES LINKED TO THIS ROLE - A HIGHLY SKILLED FINANCIAL SERVICES LINKED TO PENSIONS AND INVESTMENTS AND CARRYING OU THE ADMIN ROLES. A SENIOR FINANCIAL ADMINISTRATOR :)