Financial Administrator – £35 – 40K

Financial Administrator
Posted 11 months ago

Our client a well established, highly regarded practice in central London is looking for an experienced Financial Administrator with a background in wealth and financial management firms to assist with new business transactions and support their Financial Advisers.

Responsibilities include:
• Dealing with  new business transactions including sales and purchases of unit trusts, ISAs,
investment bonds and SIPPs
• Processing written applications
• Organising fund switches
• Arranging pension contributions and transfers
• Making arrangements for life cover
• Ensuring correct dealing terms are applied, with commission statement, application
form and subsequent placement all thoroughly checked
• Understanding and  interpreting the instructions from the IFAs
• Ensuring that relevant documentation is always completed and correctly filed
• Follow-up on all transactions to ensure instructions are executed as requested, and in
a timely manner
• Liaising extensively with insurance companies in this regard
• Monitoring and summarising the status of cash balances of client accounts

You will need to have:

Excellent organisational skills, an ability to prioritise workload, strong problem solving ability, enjoy working to deadlines, be confident, have good verbal and written communication skills, be able to work independently as well as be part of a team, have good numeracy ability, MS Office proficiency and have used Adviser Office, Iress,or Avelo.

If this sounds like the opportunity you have been looking for them please email

Job Features

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