Financial Administrator - Southampton, United Kingdom - Artemis Recruitment Consultants Ltd

Artemis Recruitment Consultants Ltd
Artemis Recruitment Consultants Ltd
Verified Company
Southampton, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Financial Services

Southampton

15/03/2024

Type of Position:
Financial Administrator - Southampton

Pay:
£25k


Financial Administrator - Southampton:


Our client is a well established Wealth Management firm based in Southampton, and they are looking to take on a Financial Administrator to join their team.

You will be joining a purpose-led financial planning business, who strive to provide the best financial advise to their clients.

We are looking for a highly organised individual, someone who has good attention to detail and can work well in pressured environments.


Responsibilities:


  • Create and maintain accurate client records on backoffice systems and platforms
  • Prepare client documentation and correspondence pre
- and post-meetings as per business processes

  • Check the accuracy and completeness of new business documentation
  • Ensure all supporting documentation is maintained as per company procedures
  • Ensure all work is followed up promptly in line with company standards
  • Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
  • Send Letters of Authority and gather accurate information
  • Production of portfolio valuations
  • Ensure fund switches / rebalances / topups / withdrawals are carried out accurately and within company timescales
  • Provide a friendly and professional point of contact for clients and enquiries
  • Ensure action points resulting from client meetings get diarised and dealt with
  • Prepare client review documentation as per the Annual Review Process
  • Support FPs in the delivery of reviews, if needed
  • Assist in the implementation of agreed action points
  • Answer, screen, and forward incoming calls
  • Ensure backoffice systems are kept up to date
  • Open, scan, log and allocate incoming post
  • General correspondence
  • Other duties as directed by the management team

Experience / Qualifications:


  • Minimum 12 years' experience in financial services administration
  • Strong IT skills, as we are a technologyfocused business
  • A Certificate in Financial Services or equivalent.
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