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- Tasks: Process financial data, assist with reports, and maintain client records.
- Company: Join a dynamic Financial Planning and Accountancy Firm in Trowbridge.
- Benefits: Competitive salary, part-time options, and a supportive work environment.
- Other info: Opportunities for career growth and a focus on work-life balance.
- Why this job: Gain valuable experience in finance while contributing to meaningful projects.
- Qualifications: Experience with data processing and knowledge of the financial services industry.
The predicted salary is between 18400 - 25200 £ per year.
Location: Trowbridge
Salary: up to £23,000
Reference Number: 14264
Recruit UK are working on an excellent opportunity for a Finance and Operations Administrator in Trowbridge to join a Financial Planning and Accountancy Firm.
Responsibilities
- Process income through Adviser Office (IRESS database software) predominantly via EDI link and CSV files. Complete excel analysis of receipts for management reporting purposes.
- Review and maintain the Sales Ledger and investigate and resolve any charging queries with Insurers or Clients.
- Assist in monthly Management report preparation including reporting on New Business and Ongoing adviser charges, Client Assets under management, and other information required for compliance and reporting purposes.
- Assist in maintaining Adviser Office via Data Cleansing and Archiving modules.
- Assist with ad-hoc projects, including exporting data from Adviser Office using Query builder.
- Share effective working practices and be able to highlight where improvements can be made, working in conjunction with the Finance and Operations Manager and Client Relations Manager.
- Scan statements and other documents into Virtual Cabinet (document management software).
- Filing and other administrative duties including printed stationery stock record keeping and reordering.
- Have a detailed knowledge and understanding of the firm’s record keeping requirements.
- Have an understanding that the provision of advice to clients must be in a compliant manner as detailed in the firm’s Risk Plan.
- Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
- Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times.
- Follow appropriate ethical standards within the firm at all times.
- Ensure all dealings with clients and colleagues are carried out in a professional and courteous manner.
- Maintain all standards of performance as required by the firm as above at all times.
What’s in it for you
Part time candidates will be considered.
Skills and experience required
- Experience of data processing using a back office system/database and extracting data/reports.
- Manipulating data in excel for management or compliance reporting purposes.
- Use of back office system such as Adviser Office or Intelliflo.
- Knowledge of Financial Services industry and products.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
Operations Administrator in Trowbridge employer: RecruitUK
Contact Detail:
RecruitUK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Administrator in Trowbridge
✨Tip Number 1
Network like a pro! Reach out to people in the finance and operations field, especially those who work at firms you’re interested in. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show them you’re not just a fit for the role, but for the team too. Bring your A-game and be ready to discuss how you can contribute!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Operations Administrator in Trowbridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operations Administrator role. Highlight relevant experience, especially with data processing and Excel skills, as these are key for us in this position.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re the perfect fit for our team. Share specific examples of how you've handled similar tasks or projects in the past, and don’t forget to show your enthusiasm for the role!
Showcase Your Attention to Detail: In a role like this, attention to detail is crucial. Use your application to demonstrate how you've successfully managed data and compliance in previous roles. We love candidates who can spot the little things that matter!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at RecruitUK
✨Know Your Numbers
As an Operations Administrator, you'll be dealing with data processing and financial reports. Brush up on your Excel skills and be ready to discuss how you've used data analysis in previous roles. Bring examples of reports you've created or insights you've derived from data.
✨Familiarise Yourself with Compliance
Understanding compliance is crucial in this role. Make sure you know the basics of the Financial Services and Markets Act 2000 and relevant FCA rules. Be prepared to discuss how you ensure compliance in your work and any experiences you've had with regulatory requirements.
✨Showcase Your Problem-Solving Skills
The job involves resolving charging queries and maintaining sales ledgers. Think of specific instances where you've successfully tackled similar challenges. Highlight your analytical thinking and how you approach problem-solving in a professional setting.
✨Demonstrate Team Spirit
This role requires collaboration with various managers and teams. Be ready to share examples of how you've worked effectively in a team environment. Emphasise your communication skills and your ability to share best practices and improvements with colleagues.