At a Glance
- Tasks: Support financial advisers by managing cases and ensuring documentation is accurate.
- Company: Join a dynamic financial services team in London with a supportive culture.
- Benefits: Gain valuable experience, develop your skills, and enjoy a collaborative work environment.
- Other info: Great opportunity for career growth in a fast-paced environment.
- Why this job: Be the backbone of financial operations and make a real difference in clients' lives.
- Qualifications: Experience in financial services preferred; strong organisational and IT skills required.
The predicted salary is between 25650 - 31350 £ per year.
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, based in Harrow, North West London.
Principal Duties
- Review submitted cases and ensure documentation is correct before cases are submitted
- Point of contact for Adviser/PA queries in relation to submissions and issues
- Updating cases and Adviser/PA on Salesforce
- Manage team mailbox and ensure queries are actioned within the Service Level Agreement
- Complete and submit cases on the relevant systems
- Track all issues in issues log and ensure they are addressed and closed
Person Specification
- Experience of working within financial services preferable
- Good GCSE or A-Level results and proficient at all IT packages
- Excellent organisational and administration skills, with good attention to detail
- Ability to proactively use initiative to problem solve and anticipate next steps
Financial Administrator (Ifa) in Harrow employer: Artemis Clarke Ltd
Join a dynamic team in Harrogate as a Financial Adviser, where you will enjoy the flexibility of self-employment alongside high earning potential. Our supportive work culture fosters professional growth and development, ensuring you have access to the resources needed to excel in your role while making a meaningful impact on clients' financial well-being.
We think you need these skills to ace Financial Administrator (Ifa) in Harrow
Financial Services Knowledge
Documentation Review
Salesforce
Organisational Skills
Administration Skills
Attention to Detail
Problem-Solving Skills
