Financial Administrator

Are you an experienced Finance Administrator seeking a new challenge?

Recruit UK are working on an excellent opportunity for an administrator in Taunton to join a Financial Planning practice.

This company is a chartered firm that is listed as one of the UK’s top firms. They owe their growth to great clients and employees which in turn develops a positive work environment. They’re seeking a talented and ambitious professional that is seeking a company to invest in their growth and professional career.

The duties will include but not be limited to the following:

• Setting up clients on Intelligent Office
• Processing Letters of Authority
• File relevant documents, and record to the database efficiently
• Liaise with the financial advisers with regards to progress and completion of tasks
• Liaise between clients and providers to ensure information is complete and correct
• Process New business - ensure applications are complete to checklists and specifications
• Prepare new business to enclose memo and issue applications and associated paperwork to the relevant parties
• Issue policy documents to clients
• Existing customer service - process fund switches, sale of assets online
• Manage and issue review letters
• Update IO in relation to changes to clients or policy records
• Valuations - prepare valuations as requested
• Liaise with providers to ensure all data is correctly entered into IO - produce reports
• Customer service external and internal - liaise with clients, internal departments efficiently and professionally
• Electronic filing - scan and index all incoming post into Virtual Cabinet and liaise with designated advisers where appropriate
• Call Handing - answer incoming telephone calls
• Other duties may include: covering sickness and holiday of other administrators, assist in the smooth flowing of the department, archiving, ad hoc projects when they arise

• Attractive and competitive salary
• Flexible approach to office hours
• Variety of social events each year for the office
• Excellent training and development opportunities

• Experience with Intelligent office desirable
• Previous experience as a Financial Administrator, IFA firm experience advantageous
• Excellent communication, time management and organisation skills
• Individual with an ambition to succeed

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 Financial Planning practice based in Taunton on an Administration role.

• 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.