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Financial Service Administrator
  • Cardiff, South Glamorgan
2 years ago
£20000 - £25000 Per year
Financial Accountant
Permanent,Full-time
Job Description

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Recruit UK are working on an excellent opportunity for a Financial Service Administrator to join a Financial Advice practice in Colchester.

Our client is an outsourced administration company working with a restricted Financial Advice practice looking for a home-based administrator to support the Financial Advisers. They ideally need someone to work 30 hours a week, during normal business hours and you will need to have a home set up/quiet place to work.

The role will include, but not be limited to;

  • Submitting new business and tracking through to completion
  • Organizing letters of authority
  • Sorting and distributing post
  • First point of contact for clients and product providers
  • Providing professional and accurate written correspondences
  • Ensuring the regulated firm is kept updated with ongoing work
  • Adhering to regulated firms internal procedures, processes and compliance manual
  • Maintaining back office systems and investment platforms
  • Arranging and coordinating meetings and assisting with meeting preparations
  • Ad hoc administration request
  • Maintaining a diary system ensuring work is tracked and chased when appropriates

What’s in it for you?

  • Competitive daily rate, payable monthly
  • Flexible working hours, core times 9-5 Monday to Friday
  • Working from home
  • Pensions scheme and death in service
  • Access to My Work/Life Solutions
  • Better work life balance

Required Knowledge, Skills, and Abilities
Must have 5+ years administration experience within Financial Services Must have worked within Restricted Financial Planning Practices

Reference no: 13996

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