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Public funding advisor
SENIOR FINANCIAL ADMINISTRATOR - BUCKINGHAMSHIRE 2 REMOTE DAYS :

SENIOR FINANCIAL ADMINISTRATOR - BUCKINGHAMSHIRE 2 REMOTE DAYS :

Reed

Posted a day ago, valid for a month

Marlow, Buckinghamshire SL7 3BT

Full Time

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Sonic Summary

A Senior Financial Services Administrator is needed for a prestigious IFA firm, requiring a minimum of 5 years of relevant experience.
The role involves supporting paraplanners and advisers through various administrative tasks, including client liaison and documentation preparation.
Candidates must possess strong analytical skills, a high attention to detail, and the ability to prioritize tasks effectively.
The position offers a salary based on experience, along with benefits such as 25 days of annual leave and a 4% company pension.
Work is split between 3 days in the office and 2 days at home, promoting a positive work environment.

I AM SOURCING A SENIOR SKILLED CANDIDATE IN FINANCIAL SERVICES ADMINISTRATION LINKED TO A GREAT, FABULOUS FINANCIAL SERVICES IFA FIRM. YOU MUST HAVE A MINIMUM OF 5 YEARS SKILLS IN THE ROLE.

This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment. HENCE WHY THE SUCCESSFUL FINACIAL SERVICES SENIOR ADMINISTRATOR WILL HAVE 5 YEARS MINIMUM SKILLS LINKED TO THE ROLE - SKILLED FINANCIAL SERVICES ADMINISTRATOR (LINKED TO INVESTMENT AND PENSIONS AND SUPPORTNG THE ADVISORS AND THE PARAPLANNERS IN STRONG ADMIN SKILLS)>

Role Purpose

As outlined, To provide support to Teams company of paraplanners and advisers, across a range of tasksReporting to TBC

Role Accountabilities• Liaising with clients, product providers and other 3rd parties• Preparing documentation, including valuations, for client meetings• Obtaining illustrations/quotations, product literature and fund/transfer values from product providers and other 3rd parties• Sending information requests to providers, and managing these through to receipt of information• Maintaining accurate client records and updating client database (CURO)

Personal Competencies

• Intelligent, honest, ambitious and self-motivated – a “can do” attitude• Analytical and problem-solving approach• Building Relationships• Strong team worker• Good communicator• High Ethical Standards• Professionalism in appearance and manner• Ability to prioritise work to meet deadlines• High attention to detail, grammar and accuracy

Qualifications YOU MUST HAVEHighly Desirable:-

• Computer literate, with experience of Curo, Excel spreadsheets, platform experience• Highly numerate• CII qualifications reflecting a core understanding of tax, pensions and investments

Benefits:-

• Office 3 Days. Home 2 Days• Salary based on experience• 25 days annual leave• 4% Company Pension and 66% of Company NI on Salary exchange• Death in Service (up to £200k)• Cash Plan

BE GREAT TO GET UPDATED CV FOR SKILLED CANDIDATES LINKED TO THIS ROLE - A HIGHLY SKILLED FINANCIAL SERVICES LINKED TO PENSIONS AND INVESTMENTS AND CARRYING OU THE ADMIN ROLES. A SENIOR FINANCIAL ADMINISTRATOR :)

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