Job Details

Job Title: Financial Administrator

Industry: Financial Services

Location: Paignton, Devon

Salary: £18,000 – £24,000


Job Description:

Recruit UK are working on an excellent opportunity for an Administrator in Paignton to join an expanding Wealth Management firm.

This role is an IFA Client Administrator position, duties for this role include but are not limited to the following:

  • Write compliant and correctly formatted letters, inclusive of supportive documents
  • Collate client information including policy information, up to date valuations and completion of money laundering processes
  • Meeting preparation work – attend those meetings when appropriate
  • Client and product research through various tools and systems as and when required
  • Completion of Applications and scanning for records
  • Provide Valuations of client’s affairs as requested either by the client or company
  • Act as a consultant between the adviser and client when appropriate
  • Respond to queries on behalf of the company, either to product providers or clients
  • Client files to be updated in line with service agreements
  • Support advisers and clients with paraplanning support. Including but not limited to research, client file work, administration letters, including any supportive documents to be provided to the client and/or saved to files
  • Quarterly due-diligence conducted and filed correctly for providers
  • Order and store required documents correctly
  • Outgoing post duties
  • Liaise with head office administration team when necessary
  • Complete all tests and compliance literature when requested
  • Remain aware of changes to wider firm intranet and compliance regulations
  • Help and share best practices with the team
  • Complete 35 hours of structured continuous professional development a year in line with adviser requirements. Time will be given to ensure this is completed.

The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessary by your changing role within the company and overall business objectives of the company.

What’s in it for you:

  • Salary £18,000 – £24,000 dependent on experience
  • Generous Benefits
  • Award-winning firm
  • Continued development and training provided

 

Skills and experience required:

  • Previous experience as an administrator or in a client relationship role
  • Experience within Financial Services specifically IFA practice desirable
  • Working towards or already achieved DipPFS desirable

 

Recruiters contact info:

Name: Angharad Jones

Email: angharad.jones@recruitukltd.co.uk

Tel: 01179170413

WhatsApp/mobile: 07399163970

Job Reference: 13239

 

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 Wealth Management firm based in Paignton 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.
  • Never pester you.

 

Job Title: Financial Administrator

Industry: Financial Services

Location: Paignton, Devon

Salary: £18,000 – £24,000


Job Description:

Recruit UK are working on an excellent opportunity for an Administrator in Paignton to join an expanding Wealth Management firm.

This role is an IFA Client Administrator position, duties for this role include but are not limited to the following:

  • Write compliant and correctly formatted letters, inclusive of supportive documents
  • Collate client information including policy information, up to date valuations and completion of money laundering processes
  • Meeting preparation work – attend those meetings when appropriate
  • Client and product research through various tools and systems as and when required
  • Completion of Applications and scanning for records
  • Provide Valuations of client’s affairs as requested either by the client or company
  • Act as a consultant between the adviser and client when appropriate
  • Respond to queries on behalf of the company, either to product providers or clients
  • Client files to be updated in line with service agreements
  • Support advisers and clients with paraplanning support. Including but not limited to research, client file work, administration letters, including any supportive documents to be provided to the client and/or saved to files
  • Quarterly due-diligence conducted and filed correctly for providers
  • Order and store required documents correctly
  • Outgoing post duties
  • Liaise with head office administration team when necessary
  • Complete all tests and compliance literature when requested
  • Remain aware of changes to wider firm intranet and compliance regulations
  • Help and share best practices with the team
  • Complete 35 hours of structured continuous professional development a year in line with adviser requirements. Time will be given to ensure this is completed.

The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessary by your changing role within the company and overall business objectives of the company.

What’s in it for you:

  • Salary £18,000 – £24,000 dependent on experience
  • Generous Benefits
  • Award-winning firm
  • Continued development and training provided

 

Skills and experience required:

  • Previous experience as an administrator or in a client relationship role
  • Experience within Financial Services specifically IFA practice desirable
  • Working towards or already achieved DipPFS desirable

 

Recruiters contact info:

Name: Angharad Jones

Email: angharad.jones@recruitukltd.co.uk

Tel: 01179170413

WhatsApp/mobile: 07399163970

Job Reference: 13239

 

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 Wealth Management firm based in Paignton 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.
  • Never pester you.

 

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