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For Companies At a Glance
- Tasks: Support the CEO and manage client portfolios in a dynamic team.
- Company: Esteemed financial firm in Kent with a focus on personalised service.
- Benefits: Competitive salary, study aid, bonuses, and career development opportunities.
- Why this job: Join a collaborative environment and grow your skills in financial administration.
- Qualifications: Experience as an IFA Administrator and proficiency in Intelligent Office required.
- Other info: 100% office-based role with a strong emphasis on internal talent growth.
The predicted salary is between 28000 - 40000 £ per year.
Job Description
Are you an experienced Financial Administrator, proficient in Intelligent Office?
My client is actively seeking a skilled Financial Administrator to join their esteemed team in Kent. Join a committed, dynamic team that includes Financial Advisors, Paraplanners and experienced Financial Administration professionals. Together, their shared mission is to provide clients with a personalised and friendly service, tailored to their financial objectives, empowering them to retain control over both their present and future finances.
Financial Administrator key Responsibilities:
- Provide comprehensive support to the CEO, managing a substantial client portfolio.
- Collaborate within POD systems to efficiently balance workloads with your team.
- Utilise Intelligent Office as they transition 100% of their operations to this cutting-edge platform.
- Contribute to maintaining high levels of client satisfaction and operational efficiency.
Compliance:
- Adhere to FCA and Company Compliance procedures.
- Handle complaints within the complaints handling process.
- Follow Anti-Money Laundering Procedures
Client Servicing:
- Assist in producing accurate client portfolio valuation statements.
- Support new business and annual review processes.
- Obtain Anti-Money Laundering Requirements and conduct electronic checks.
- Handle client queries and calls.
- Process new business submissions and maintain records.
- Generate client invoices and maintain accurate records.
- Liaise with product providers and follow up on outstanding commission and fees.
General:
- Work closely with senior partner and paraplanners.
- Ensure compliance with company procedures.
- Handle ad-hoc tasks.
- Assist in meeting room bookings for client meetings.
- Proven experience as an IFA Administrator, specifically well-versed in Intelligent Office.
- Ability to thrive in a collaborative environment, always ready to assist team members.
Personal Training and Development:
- Actively participate in training meetings.
- Meet performance goals.
- Stay updated through courses, financial journals, and relevant training.
- Undertake back-office system training and other required training for compliance and development.
Top of Form
My client holds a strong emphasis on growing talent from within, providing stability and longevity in roles.
Must be experienced in Intelligent Office.
100% office-based role for those who prefer a collaborative work setting.
Opportunities for career development and growth within a supportive team.
To discuss this Financial Administrator role further please email your CV to Joanna at Financial Divisions.
Financial Administrator - Bromley - £34k - Fully Office-Based - Study Aid + Bonus. employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator - Bromley - £34k - Fully Office-Based - Study Aid + Bonus.
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know about opportunities at companies using Intelligent Office. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Intelligent Office and the financial services industry. We recommend practising common interview questions with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your teamwork skills! Since this role involves collaborating with Financial Advisors and Paraplanners, be ready to share examples of how you've successfully worked in a team environment during your interviews.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Administrator - Bromley - £34k - Fully Office-Based - Study Aid + Bonus.
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your proficiency in Intelligent Office and any relevant financial administration experience to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for the Financial Administrator role. Share specific examples of how you've contributed to client satisfaction and operational efficiency in previous roles.
Show Your Team Spirit: Since we value collaboration, mention any experiences where you’ve worked closely with others to achieve common goals. We love seeing candidates who thrive in team environments!
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to receive your application and get you on our radar!
How to prepare for a job interview at Financial Divisions
✨Know Your Intelligent Office
Make sure you brush up on your knowledge of Intelligent Office before the interview. Be ready to discuss how you've used it in previous roles and how it can benefit the team. This will show that you're not just familiar with the software, but that you can leverage it effectively.
✨Showcase Your Team Spirit
Since this role involves collaborating within POD systems, be prepared to share examples of how you've worked successfully in a team. Highlight any experiences where you balanced workloads or supported colleagues, as this will demonstrate your ability to thrive in a collaborative environment.
✨Understand Compliance Inside Out
Familiarise yourself with FCA and company compliance procedures, as well as Anti-Money Laundering requirements. Being able to discuss these topics confidently will show that you take compliance seriously and understand its importance in the financial sector.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Prepare to discuss how you would handle client queries, complaints, or the process of generating accurate portfolio statements. This will demonstrate your readiness to provide excellent client service right from the start.
