Financial Administrator - Bromley - £34k - Fully Office-Based - Study Aid + Bonus.

Are you an experienced Financial Administrator, proficient in Intelligent Office?

My client is actively seeking a skilled Financial Administrator to join their esteemed team in Kent. Join a committed, dynamic team that includes Financial Advisors, Paraplanners and experienced Financial Administration professionals. Together, their shared mission is to provide clients with a personalised and friendly service, tailored to their financial objectives, empowering them to retain control over both their present and future finances.

Financial Administrator key Responsibilities:

• Provide comprehensive support to the CEO, managing a substantial client portfolio.
• Collaborate within POD systems to efficiently balance workloads with your team.
• Utilise Intelligent Office as they transition 100% of their operations to this cutting-edge platform.
• Contribute to maintaining high levels of client satisfaction and operational efficiency.

Compliance:

• Adhere to FCA and Company Compliance procedures.
• Handle complaints within the complaints handling process.
• Follow Anti-Money Laundering Procedures

Client Servicing:

• Assist in producing accurate client portfolio valuation statements.
• Support new business and annual review processes.
• Obtain Anti-Money Laundering Requirements and conduct electronic checks.
• Handle client queries and calls.
• Process new business submissions and maintain records.
• Generate client invoices and maintain accurate records.
• Liaise with product providers and follow up on outstanding commission and fees.

General:

• Work closely with senior partner and paraplanners.
• Ensure compliance with company procedures.
• Handle ad-hoc tasks.
• Assist in meeting room bookings for client meetings.
• Proven experience as an IFA Administrator, specifically well-versed in Intelligent Office.
• Ability to thrive in a collaborative environment, always ready to assist team members.

Personal Training and Development:

• Actively participate in training meetings.
• Meet performance goals.
• Stay updated through courses, financial journals, and relevant training.
• Undertake back-office system training and other required training for compliance and development.

Top of Form

My client holds a strong emphasis on growing talent from within, providing stability and longevity in roles.

Must be experienced in Intelligent Office.

100% office-based role for those who prefer a collaborative work setting.

Opportunities for career development and growth within a supportive team.

To discuss this Financial Administrator role further please email your CV to Joanna at Financial Divisions.