Financial Administrator

Recruit UK are working on an excellent opportunity for a Financial Services Administrator in Exeter to join a Chartered practice.

The purpose of the position is to support the Financial Planners both in terms of new business and offering a high level of ongoing service.

• Support financial planners to meet business targets
• Act as day-to-day point of contact for client service to resolve administrative issues
• Manage financial planners’ diaries by booking meetings
• Help financial planners prepare for meetings
• Assist Paraplanners to conduct product and investment research
• Assist Paraplanners to write suitability letters to confirm advice
• Help ensure files are compliant and complete
• Process new business and track to completion
• Write letters to clients and providers as appropriate
• Provide a high level of service to clients, including regular valuations
• Perform general office administration tasks, such as handling post, emails
• Maintain and update back office systems, including Wrap platforms
• Help organise events and seminars
• Perform other ad-hoc tasks in the office as required

• 25 days annual leave plus 8 days bank holiday leave, increasing with length of service
• Competitive salary to be discussed on application
• Contributory Company Pension Scheme
• 8.45am - 5pm Monday to Friday, with one-hour lunch

• GCSE passes grade C or above in English Language and Mathematics (or equivalent)
• CII Award in Financial Administration (or equivalent)
• Excellent telephone manner and confident in dealing with clients / third parties
• Knowledge of MS Office, FSA Compliance procedures
• Understanding of the Financial Advice process
• Compilation of suitability letters with other client / product provider correspondence
• You must be able to priorities and manage your own workload
• Have excellent team working skills
• Able to communicate efficiently with all individuals including the Financial Planners
• High level of organisational skills with a keen eye for detail
• CII Certificate in Regulated Financial Service (or equivalent) is desirable
• Previous experience within an IFA is desirable
• Knowledge of pensions/pensions administration is desirable
• Research and analysis skills re: financial advice is desirable
• Familiar with Intelligent Office is desirable
• Project management and Investment research knowledge is desirable