Financial Administrator - Chesham, United Kingdom - The Red Beard Group

The Red Beard Group

Verified Company

Chesham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Office:
(Home Counties)

Hours:
Monday - Friday 9.00am - 5.00pm (35 hours)

Salary:
Competitive dependant on experience and qualifications (available upon request)

Benefits:
25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare

Specific Responsibilities:

The key duties of the role are:

Client correspondence, written and verbal
Processing New Business
Preparation of client review packs
Arranging client meetings and managing the Adviser's diary
Illustration requests
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
Taking phone calls, inquiries and requests, and handling them where appropriate
Backoffice support
Due to the nature of the business, the role may also include additional responsibilities considered reasonable

Role Requirements:

Previous experience working in a Financial Planning firm is
essential.
CII Level 3 Qualifications in Financial Administration preferable, if not training will be provided to achieve these
Good working knowledge of IO and Platform experience essential.
An understanding of Model Portfolios/DFMs preferable
Ability to manage and prioritise workloads
Excellent planning, organisational and multitasking abilities are essential
Excellent communication skills at all levels
Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
Analytical and problemsolving skills
Flexibility/ adaptability to cope with change
Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint
A team player with a positive attitude