Financial Administrator - London (N)
Our client is looking for a Financial Administrator to join their team based in London. The Administrator will support all tasks across the LOA team including liaising with providers and clients to ensure case progression.
PRINCIPAL DUTIES
- Managing all LOA tasks for allocated Advisers
- Liaising with Wealth Advisers to process cases, clarify queries, and escalate issues
- Providing weekly updates (calls / emails) for each allocated Adviser
- Requesting information from 3rd party providers
- Calling and chasing third party providers for information to progress client cases
- Writing up and maintaining accurate notes on CRM platform
- Working in CRM platform and keeping tasks up to date and within agreed SLAs (service level agreements)
- Communicating via emails and calls professionally
- Providing input into team productivity reports
PERSON SPECIFICATION
- Experience of working within financial services preferable but not essential
- Good GCSE or A Level results and proficient at all IT packages
- Excellent organisational and administration skills,
- Ability to proactively use initiative to problem solve and anticipate next steps
- A driven individual with a focus on client service and contributing towards high-performance culture
- Adaptable to change management plans and advocate to business initiatives
- IT technically proficient including Office 365
- Committed to advocating and encouraging an inclusive and diverse team culture.
- Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
If you are interested in this job opportunity then please submit a copy of your CV to natalie@artemisrecruitment.co.uk
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