Financial Administrator - Peterborough, United Kingdom - Career Cross Limited

Career Cross Limited

Verified Company

Peterborough, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Administrator (home-based) - Peterborough - £26k - £30k plus excellent benefits
Our client is a successful, busy and growing financial services outsource business, supporting financial advisers with everything they need. Due to continued growth and expansion they are now looking to recruit a Financial Administrator to join their team. This is a home based position, however you must be within easy commute of Peterborough for regular meetings, etc.

Duties include:

Managing & coaching the admin teams
Allocating work, ensuring service standards are met
Onboarding new clients
Diary management, organising and booking meetings
Preparing client meeting packs
Maintaining client files, and business registers
Liaising with platforms and providers, and clients
Completing fund switches, sales/withdrawals and other transactions
Working alongside the technical paraplanning team
Strong IFA support experience
Good knowledge about pensions, investments and protection
Team leader/manager experience
Competent problem solver
Very organised and clear thinking
Motivated to do your best, get things done and help your colleagues
Experienced with Word, Excel and Outlook

Benefits include:

early finish on Fridays, a great holiday package (with Xmas shutdown in addition), funded exam support plus 2 days off for revision, home working, career progression, casual dress code, on-site parking, company pension, social days out etc.

Keywords - finance, financial, paraplanner, para planner, para-planner, IFA, financial services, pension, pensions, funding, financial funds, investments, finance, financial protection, IFA, home based, Peterborough

Job Types:
Full-time, Permanent

Salary:
£26,000.00-£30,000.00 per year

Benefits: