Financial Administrator
Salary
20,000 - 25,000
Location
Winchester
Job Type
Full Time
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Job Title: Sales Support / Administrator
Industry: Financial Services
Location: Winchester, Hampshire
Salary: £20,000 – £25,000
Reference Number: 13926
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Services Administrator in Winchester to join a Chartered Financial Planning firm.
The purpose of this position is to provide administration support to the Chartered Financial Advisers. You will be required to process applications, service clients and support the IFAs.
Key responsibilities include:
- Dealing with post, scanning, photocopying, filing, and emails
- Taking telephone inquiries and making appointments for advisers
- Receiving visitors
- Set up new contracts & process applications in line with FCA regulations
- Prepare and send letters of authority and obtaining policy information for research
- Input and update client data and manage daily activities on Enable (an internal CRM system)
- Prepare business packs for Advisors
- Upload and submit compliance documentation
- Mail Merges eg ISA allowance letters/transfer letters to clients joining Aspect8
- Other general admin duties as and when required
- Submitting business on Fusion Platform
- Report Binding
- Spreadsheets
- Updating client valuations
- Inputting risk questionnaires
- Generating client reports and binding them for presentation
- Diarising annual reviews and making appointments
- Competitive basic salary up to £25,000
- Holiday entitlement starts at 22 days, rising to 25 days plus bank holidays (1 day with each completed year of service)
- Onsite parking (Horsham)
- Up to 5% matched employer pension contribution
- Private healthcare
- Death in Service which is up to 4 x basic salary
- Critical Illness Cover up to 2 x base salary
- Life Assurance
- Employees Shares Scheme: Eligibility after 1 years of continuous service, the number of shares available each year is decided by the board of Directors. There is no fee for the shares as they are a gift from the Company.
- Minimum of 12 months of Administration experience within Financial services
- Experience of Fact Find and Risk profiles would be advantageous
- R01, FA1, FA2 Qualified, or looking to qualify an advantage
- Excellent attention to detail, accuracy and organisational skills
- Good telephone manner
- Good excel skills
- Motivated
- Able to use initiative
- Willing to learn
- Team player
- 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.