Our client is looking for a Financial Administrator to assist Independent Financial Advisers in their practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. This position allows hybrid working, from their office based in Kingston upon Thames.
Key Responsibilitie
s• Maintain client file and ensure all correspondence is scanned and filed accuratel
y• Check all required compliance paperwork is presen
t• Discuss client objectives with planne
r• Any other adhoc file management tas
k• Complete application/proposals forms are completed before sending to provide
r• Ensure all compliance paperwork required for application is in order and certified before sending to provide
r• Where possible, liaise with the provider to resolve any issues regarding new business applications to ensure quick resolution of any problems which might aris
e• Keep a record of new business application and status of application
s• Make changes to clients’ investments, agreed between the Financial Planner and clien
t• Prepare client valuations, available cash reports and fund comparisons reports for analysis by Financial Planne
r• Obtain valuations from providers for client review
s• Attend client review meetings with Financial Planner, if required, to build a connection with clients and support financial planner during the meetin
gEssenti
al• Minimum of 2 years’ experience in a financial administration ro
le• Able to work within defined business processes and achieve agreed outcomes without supervisi
on• Ability to multi‐task, prioritise and plan own workload without direct supervisi
on• Good eye for detail and accura
cy• Excellent inter‐personal skills, both written and verb
al• Good IT, administration and office skil
ls• Ability to work independently or as part of a te
amDesira
ble• Knowledge of financial services products and planning solutions and Intelligent off
ice…