Financial Administrator

Description, duties, responsibilities

Our client Finura is looking for a Financial Administrator. Where you will directly be supporting their team as you will be the first point of contact for all client needs, you will ensure that you execute the highest level of customer service to ensure the clients meet there financial planning goals.

Duties and responsibilities

Your duties and responsibilities will include but not be limited to:

• To provide the highest quality of administration support to both the Financial Advisers and clients, to reduce the administrative burden to the clients.
• To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood.
• To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill.
• The accurate and efficient administration of both paper and system-based records and the accurate maintenance of filing of client records.
• Deal with all client queries including valuations, policy information and transfers and client invoicing and chasing aged debtors.
• Provide full administrative support to the team to deal with ongoing and technical queries as and when they arise, working within the achievable deadlines set out.
• You will also cover Front of House responsibilities as and when required.

The Company

We are proud to be partner with Finura, we have been supporting there journey for the last 4 years. They have a truly wonderful culture and are a truly wonderful business. They are currently looking for 2 more administrators to join there highly affective team.

What does the successful candidate look like?

• Excellent organisation, communication, and numeracy skills both written and oral.
• The ability to work accurately under pressure of tight deadlines.
• The ability to work from your own initiative.
• Excellent accuracy and attention to detail.
• To have a forward-looking, can do attitude when dealing with client instructions.

Salary & Benefits:

The successful candidate for this role will receive a basic salary of £27,000 - £35,000.

Other benefits include:

• Discretionary annual bonus usually of approx. 10% of your salary.
• Pension Contribution up to 8%
• 4x Death in service cover
• Private Medical Insurance through Vitality
• Permanent Health Insurance (income protection)
• 25 days holiday.
• Heka – a person wellbeing and experience platform.
• Business charity days
• Support towards further industry recognised qualifications and professional development will be supported. Both study and financial support.
• Cycle to work scheme
• Working from home and flexible working is an option with this role. 3 days a week in the office ideally and 2 days at home.

Location: London

Experience (Essential):  12 months financial services experience

Type of role: Full Time, Permanent

Not ready to start the application process or have some questions first? Why not apply and have a confidential chat one our Directors, Lee Old. Alternatively find us on LinkedIn and send us a message!

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