Senior Financial Administration - East Sussex, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

East Sussex, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you an experienced Financial Administrator

Living in the South East

Looking for Flexible Work from Home

Our client is the financial planning arm of well established, highly respected and recognised Chartered Accountancy firm based in the Sussex area, established several years ago providing truly independent financial advice which focuses on individual circumstances,reviewing and researching the entire market to ensure they provide suitable solutions for their client's goals and objectives.

They provide full administrative support in relation to new business processing and movement of client's funds for existing clients.

Due to an increase in business, they are looking for an experienced Senior Administrator with a background to support their Clients and the full onboarding process from end to end.

Opportunity Highlights

Accurately recording all actions taken and complying with all industry compliance requirements
Assisting Advisers/Paraplanners in gathering all relevant data and information to allow them to create recommendations and construct detailed suitability reports.
Building and maintaining excellent relationships with clients, insurers, investment companies and colleagues alike.
Undertaking research as required on specific projects.
Assisting in producing and checking valuations.
Assisting in cashflow modelling.
Assisting with other tasks as required by partners of the business.

You will be required to demonstrate accuracy, attention to detail, strong communication skills, a background within an SJP practice with a responsible and flexible attitude to work with a knowledge of Platforms and Intelligent Office.