Financial Administrator - Christchurch, United Kingdom - Bond Williams

Bond Williams
Bond Williams
Verified Company
Christchurch, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Financial Administrator - Christchurch - Salary £26,000


A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne.

The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supporting the office.


Main responsibilities:

  • Distribution of letters of authority and collating policy information from providers
  • Fund performance analysis via company platforms.
  • Maintaining client platform accounts, sale and subscribe, rebalancing and withdrawals and cash balances.
  • General administration and servicing including processing death certificates and changes to client personal information
  • Recommending improvements to administration processes to increase efficiency
  • Assist in the production of illustrations via insurance websites and requesting and collating annuity quotations
Key Skills

  • Previous IFA experience would be preferable
  • Good knowledge of platforms, such as Standard Life Wrap, Novia and Quilter and backoffice systems.
  • High standard of communication, both written and oral.
  • Excellent analytical and problem solving skills.
  • IT literate
  • Work with accuracy and attention to detail

Benefits:


  • Competitive salary
  • Hybrid working
  • 25 days holiday plus bank holidays
  • Private pension (3% of gross salary)
  • Private medical insurance after 6 months service
  • Annual bonus scheme
  • Support with examination costs
Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency
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