Financial Administrator - South East London, United Kingdom - Kent Recruitment Bureau

Kent Recruitment Bureau
Kent Recruitment Bureau
Verified Company
South East London, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
SE London | On premise | £25,000 to £35,000

Permanent | Full-time | Admin-LondonCity

Our client is looking for a
Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.


Financial Administrator Responsibilities:


  • Preparing first meeting packs as and when required
  • Inputting factfind details into our back office system
  • Intelligent Office (IO)
  • Set up clients on IO
  • Input case onto IO
  • Input initial fee (commission) onto IO
  • Input expectation of future income onto IO
  • Obtain illustrations (Exchange or other methods)
  • Obtain KFds or KIIds
  • Input ATR Questionnaire into Financial Express (FE)
  • EValue
  • Print ATR Report outcome via FE
  • Input Lifetime cash forecasting information via Truth (where relevant)
  • Prepare suitability letters for Adviser to sign off (using templates or software)
  • Obtain & copy Anti Money Laundering documents
  • Complete the verification form for Adviser's signature
  • Pass prepared case to Compliance (using a checklist)
  • On-Line Processing (where relevant)
  • Updating IO on a continual basis with updates/changes/progress on cases using activity manager and other workflow functions
  • Chasing business
  • Weekly planning/ strategy meeting with the Adviser

PERSON SPECIFICATION

  • Experience working within financial services is preferable.
  • Understanding financial products will be an advantage.
  • Good GCSE or A-Level results and proficiency in all IT packages.
  • Excellent organisational and administration skills and demonstrate good attention to detail.
  • Ability to proactively use initiative to problem solve and anticipate next steps.
  • A driven individual focusing on client service and contributing towards a highperformance culture.
  • Adaptable to change management plans and advocate for business initiatives.
  • Technically IT proficient, including Office 36
  • Committed to advocating and encouraging an inclusive and diverse team culture.
  • Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.

OFFICE LOCATION
Our client is based in the City and currently operates on a hybrid working basis. They currently work three days office-based and two days remotely.

Job Posting Financial Administrator in SE London advertised on The JobsBoard.
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