Finance Administrator within IFA
Gordon Yates Recruitment Consultancy
London
Permanent | Full-time
Salary: £30,000-£35,000 per annum (DOE)
Are you an organised administrator looking to build a long-term career within Financial Services?
We are recruiting four Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time.
Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career.
The Role Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard.
Key Responsibilities
- Managing and maintaining accurate client records and documentation
- Preparing and submitting applications in line with company procedures and compliance requirements
- Processing Letters of Authority (LOAs), fund switches and valuation requests
- Liaising with product providers, advisers and clients, providing regular updates throughout the advice process
- Supporting the preparation of client review meetings and associated documentation
- Managing ongoing client review administration and processing follow-up actions
- Maintaining workflow and task lists to ensure service standards are met
- Assisting with reporting and month-end administration
- Attending team meetings and training to support your professional development
- Developing technical knowledge with the opportunity to handle more complex cases after your first year
We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment.
You'll ideally have:
- At least 1 year's administration experience within a busy office environment
- Previous Financial Services or Financial Planning experience would be advantageous but is not essential
- An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV.
- Excellent organisational, communication and interpersonal skills
- Strong attention to detail with excellent literacy and numeracy skills
- Good working knowledge of Microsoft Word and Excel
- The ability to prioritise workloads and work accurately under pressure
- A positive, professional and confidential approach to your work
What's on Offer?
- Salary of £30,000-£35,000 DOE
- Four permanent opportunities available
- Excellent training and development
- Clear career progression within Financial Services
- Increased earning potential as your knowledge develops
- Company benefits package
- Friendly, collaborative and professional working environment
Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. Early application is strongly encouraged.
Apply today to be considered.
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