Financial Administrator - Newcastle upon Tyne, United Kingdom - Connectment

Connectment
Connectment
Verified Company
Newcastle upon Tyne, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Financial Service Administrator

Negotiable DOE

Newcastle Upon Tyne


Connectment are proud to be working with an excellent, well established Chartered Accountants who are on the lookout for an experienced Financial Service Administrator to join their team.

Ideally you will come from a Chartered Accountant background or have strong knowledge.


Main Purpose

  • To support, develop and maintain the administration function of the Financial Services department.
  • To always comply with the Financial Services and Markets Act 2000 and the relevant FCA rules.

Main Responsibilities

  • To design, develop and maintain adequate and accurate records, including appropriate databases, electronic or paper files.
  • To submit new business via an investment platform and product providers.
  • To organize monthly client review meetings and prepare client review packs, including valuations and investment performance reports.
  • To administer investment portfolios including rebalancing and fund switching.
  • To ensure all relevant files are maintained accurately, are compliant and are up to date.
  • To create and produce letters, reports and invoices as required or directed.
  • To act as a financial services liaison for product providers in respect of new business processing and existing policy enquiries.
  • To liaise with clients in respect of any nonadvice issues, ensuring internal business standards are met in all aspects of contact.
  • To provide regular management information on all Financial Services activity including reports as requested by management.
  • To reconcile provider commission and fee statements with client fee/plan expectations both daily and monthly.
  • To assist with arrangements for client meetings and training, including preparation of materials, rooms, and provision of refreshments for both staff and clients.
  • To continually look at ways of improving Financial Services procedures, processes, and systems.
  • To be proactive regarding your own Continuing Professional Development (CPD).

Other requirements

  • Experience of providing administrative support in a Financial Services environment.
  • Experience of using computerbased management systems, backoffice software
  • Good knowledge of Microsoft office, including word & excel and computer literate
  • Organizational skills
  • Good attention to detail
  • Go the extra mile for client service.
  • Ability to work as part of a team go the extra mile to assist team members.

Salary:
£22,000.00-£28,000.00 per year


Benefits:


  • Company pension
  • Onsite parking
  • Store discount

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Newcastle upon Tyne: reliably commute or plan to relocate before starting work (required)

Work Location:
One location


Reference ID:
SD FCr
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