Senior Financial Administrator

United Kingdom
22000.00 - 26000.00 GBP Annual + GBP22000 - GBP26000/annum
09 May 2017
06 Jun 2017
Contract Type
Full Time
Job Title: Senior Financial Administrator

Location: Bishop's Stortford

Salary: GBP22,000 to GBP26,000 pa depending upon experience

Term: Full time - Permanent

My client is a modern, dynamic and forward-thinking IFA that was established in the modern age of wealth management and they are looking for an experienced Senior Financial Administrator to join their growing business.

The company has grown organically over the past few years hence the requirement for a Senior Financial Administrator.

The position of Senior Financial Administrator offers the right candidate an excellent opportunity to work within the IFA market whilst developing their career.

The role will include working within an office environment with the possibility of working from home as the relationship develops.

The role of Senior Financial Administrator

Working in partnership with the Managing Director, the Senior Financial Administrator will provide a highly professional and energetic financial administration service to a fast building and developing client base across the country. The role will also include:

Financial Planning, Research, Analysis and Report Writing

Provide information and documentation within agreed timescales

Contribute towards agreed business including daily face to face or telephone based meetings with the Managing Director to agree work priorities and organise opportunities for new and existing clients and help manage and develop client relationships wherever possible.

To recall meeting notes for meetings attended

Arranging Workshops, booking rooms at outplacement sites and Hotels

Arrange client 1-1's - from workshops, referrals or new 1-1's

Diary Management

Ensure that the Company defined business procedures are followed and adhered to at all times

Managing correspondence, maintaining client files and New Business

To link advisers incoming and outgoing documentation and correspondence onto client management systems

To be considered for the role of Senior Financial Advisor

* Experience within a similar role is essential
* Financial or insurance background is essential
* Excellent computer skills
* Excellent communication skills
* Team player
* Ability to work autonomously
* Flexible and reliable

The Package for the role of Senior Financial Advisor

Salary: GBP22,000 to GBP26,000 pa depending upon experience

Hours: Monday to Friday 9.00 am - 5.00 pm

Holiday: 20 day's + Bank holidays

If you are interested in this role, please apply on line quoting reference RA11880 or call Wendy Barriball for more information.

** Please ensure your email address is within the body of your CV **

This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency