Senior Financial Administrator MUST HAVE Minimum 2 years experience

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Job description

PLEASE READ CAREFULLY.

ONLY APPLY IF YOU HAVE TWO YEARS EXPERIANCE WORKING IN A FINANCIAL PLANNING OFFICE, IF NOT PLEASE DO NOT WASTE YOUR OR OUR TIME.

The business

A small boutique financial advisory business offering bespoke services to high and ultra high net-worth clients is looking to further enhance its back office delivery by adding an additional member to its team.

Whilst this is a demanding role with client delivery central to the business, the practice principal is committed to maintaining a “warm” and friendly environment.

Achievement Drive

An appetite for personal development is desirable. Applicants should either be L4 diploma qualified with an ability to demonstrate and use the knowledge gained in the work place or be prepared to work to become so within 2 years. Financial support for examinations will be provided.

Job Purpose

The overall job purpose will be in ensuring the practice principal is able to devote the vast majority of time with client facing work.

This requires the provision of administrative support, ensuring efficient and accurate processing of business with effective management of day to day tasks that underpin the end to end client experience. Management of proactive client communications to ensure that the practice delivers to the service promises made to the clients.

Skills Required

Sound judgment and the ability to make considered decisions in the absence of direction with an awareness of when to refer problems and issues as appropriate. Working effectively without constant or direct supervision

Answer incoming calls and responding to client queries in the absence of the practice principal. “Meeting and greeting” of clients as required.

Strong verbal and written communication skills are therefore essential. The individual should also be highly numerate and analytical with excellent attention to detail.

A strong team ethic is essential.

Competence/Knowledge and Experience

2-5 years in an administrative role preferably within a financial services sector.

An understanding of Financial Services to include (preferred but not essential)

· The role of an adviser

· Financial “products”

· Principals of investment and fund management

· Knowledge of the advice process and regulatory requirements

It literate with the ability to use the following (essential)

· Email

· Word

· PowerPoint

· Excel

· Database management tools

· CRM systems

After a period of training

· In house business submission process (OWS)

· IFDL & Zurich platforms

· Cash-flow and other financial modelling tools

Location Harborne West Midlands

Hours Monday-Friday 9.00-5.00 (some flexibility)

Job Types: Full-time, Permanent

Salary: £16,000.00-£30,000.00 per year

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Details
Created: September 13, 2021
Views: 218
Candidates: 29 total
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Job Types: Full-time, Permanent

Salary: £22,000.00-£30,000.00 per year

Schedule:

• Monday to Friday

Experience:

• Administrative Assistants & Receptionists: 2 years (required)

Work Location: In person