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- Tasks: Join a dynamic team to manage client financial records and ensure smooth operations.
- Company: Top chartered financial planning firm in Taunton with a positive work culture.
- Benefits: Attractive salary, flexible hours, social events, and excellent training opportunities.
- Other info: Be part of a supportive team with opportunities for personal and professional growth.
- Why this job: Grow your career in finance while making a real impact on clients' financial journeys.
- Qualifications: Experience in financial administration and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Are you an experienced Finance Administrator seeking a new challenge? Recruit UK are working on an excellent opportunity for an administrator in Taunton to join a Financial Planning practice. This company is a chartered firm that is listed as one of the UK’s top firms. They owe their growth to great clients and employees which in turn develops a positive work environment. They’re seeking a talented and ambitious professional that is seeking a company to invest in their growth and professional career.
The duties will include but not be limited to the following:
- Setting up clients on Intelligent Office
- Processing Letters of Authority
- Filing relevant documents, and recording to the database efficiently
- Liaising with the financial advisers with regards to progress and completion of tasks
- Liaising between clients and providers to ensure information is complete and correct
- Processing New business - ensuring applications are complete to checklists and specifications
- Preparing new business to enclose memo and issue applications and associated paperwork to the relevant parties
- Issuing policy documents to clients
- Existing customer service - processing fund switches, sale of assets online
- Managing and issuing review letters
- Updating IO in relation to changes to clients or policy records
- Valuations - preparing valuations as requested
- Liaising with providers to ensure all data is correctly entered into IO - producing reports
- Customer service external and internal - liaising with clients, internal departments efficiently and professionally
- Electronic filing - scanning and indexing all incoming post into Virtual Cabinet and liaising with designated advisers where appropriate
- Call Handing - answering incoming telephone calls
Other duties may include: covering sickness and holiday of other administrators, assisting in the smooth flowing of the department, archiving, ad hoc projects when they arise.
What’s in it for you:
- Attractive and competitive salary
- Flexible approach to office hours
- Variety of social events each year for the office
- Excellent training and development opportunities
Skills and experience required:
- Experience with Intelligent office desirable
- Previous experience as a Financial Administrator, IFA firm experience advantageous
- Excellent communication, time management and organisation skills
- Individual with an ambition to succeed
Financial Administrator in Somerset employer: RecruitUK
Contact Detail:
RecruitUK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator in Somerset
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a great role!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your skills align with their values. Remember, they want someone who fits in well with their team!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to build your confidence. The more you practice, the more comfortable you'll feel when it’s time to shine in front of potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of fantastic roles waiting for talented individuals like you. Plus, we’re here to support you every step of the way in your job search journey.
We think you need these skills to ace Financial Administrator in Somerset
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight relevant experience, especially with Intelligent Office and any previous roles in financial services. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how you can contribute to our positive work environment. Keep it professional but let your personality show through.
Showcase Your Communication Skills: As a Financial Administrator, communication is key. In your application, demonstrate your ability to liaise effectively with clients and colleagues. We love seeing examples of how you've handled customer service or team collaboration in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at RecruitUK
✨Know Your Stuff
Make sure you brush up on your knowledge of Intelligent Office and the specific duties listed in the job description. Being able to discuss how you've handled similar tasks in the past will show that you're not just a good fit, but that you can hit the ground running.
✨Showcase Your Communication Skills
As a Financial Administrator, you'll need to liaise with clients and advisers regularly. Prepare examples of how you've effectively communicated in previous roles, especially in challenging situations. This will demonstrate your ability to maintain professionalism under pressure.
✨Demonstrate Your Organisational Skills
The role requires excellent time management and organisation. Bring along a few examples of how you've managed multiple tasks or projects simultaneously. This could be through a simple story or even a brief overview of your daily routine in a previous job.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, training opportunities, and how success is measured in the role. This shows that you're genuinely interested in the position and eager to grow within the company, which aligns perfectly with what they're looking for.