Financial Services Administrator - Bournemouth, United Kingdom - AMR Group

AMR Group

Verified Company

Bournemouth, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A successful Chartered Independent Financial Planning company based in Christchurch and Wimborne is now seeking a Finance Administrator to join their team.

They are relationship-based company, with a strong work ethos around building long-term client relationships and providing an exceptional level of service.

You will be liaising with clients, providers, and colleagues so a high standard of communication skills both written and oral, is essential.

You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.

You will be involved in a wide variety of tasks including:

Distribution of letters of authority and collating policy information from providers.
Maintaining client platform accounts.
Maintenance of client regular income, including cash balances.
Setting up and amendments of regular client contributions.
General administration and servicing including processing death certificates and changes to client personal information.
Recommending improvements to administration processes to increase efficiency.
Maintaining strict confidentiality and adhering to FCA regulations and internal policy and procedure is paramount.