Financial Administrator (Xplan)
other jobs Artemis Recruitment Consultants Ltd
Added before 56 Days
- England,London
- full-time
- £28,000 - £35,000 per annum
Job Description:
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, working 3 days in the office and 2 days remotely.
PRINCIPAL DUTIES
* Review submitted cases and ensure documentation is correct before cases are submitted.
* Point of contact for Adviser / PA queries in relation to submissions and issues.
* Updating cases and Adviser/PA on Xplan.
* Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
* Respond to queries and escalate to Team Manager as required.
* Complete and submit cases on the relevant systems.
* Track all issues in issues log and ensure they are addressed and closed.
* Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
* Update Business Register on cases submitted and noting outstanding requirements.
* Liaise with advisers and PAs on weekly turnover process to ensure it is completed accurately.
* Complete pipeline chasing to ensure cases are completed within agreed Service Level Agreement.
* Provide quarterly reporting to Advisers on turnover status
PERSON SPECIFICATION
* Experience of working within financial services preferable.
* Understanding of financial products will be an advantage.
* Good GCSE or A-Level result and proficient at all IT packages.
* Excellent organisational and administration skills, who demonstrates good attention to detail.
* Ability to proactively use initiative to problem solve and anticipate next steps.
* A driven individual with a focus on client service and contributing towards a 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.
OFFICE LOCATION
Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.
If you are interested in applying for this role then please send a copy of your CV to Sam at Artemis Recruitment.
PRINCIPAL DUTIES
* Review submitted cases and ensure documentation is correct before cases are submitted.
* Point of contact for Adviser / PA queries in relation to submissions and issues.
* Updating cases and Adviser/PA on Xplan.
* Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
* Respond to queries and escalate to Team Manager as required.
* Complete and submit cases on the relevant systems.
* Track all issues in issues log and ensure they are addressed and closed.
* Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
* Update Business Register on cases submitted and noting outstanding requirements.
* Liaise with advisers and PAs on weekly turnover process to ensure it is completed accurately.
* Complete pipeline chasing to ensure cases are completed within agreed Service Level Agreement.
* Provide quarterly reporting to Advisers on turnover status
PERSON SPECIFICATION
* Experience of working within financial services preferable.
* Understanding of financial products will be an advantage.
* Good GCSE or A-Level result and proficient at all IT packages.
* Excellent organisational and administration skills, who demonstrates good attention to detail.
* Ability to proactively use initiative to problem solve and anticipate next steps.
* A driven individual with a focus on client service and contributing towards a 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.
OFFICE LOCATION
Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.
If you are interested in applying for this role then please send a copy of your CV to Sam at Artemis Recruitment.
Job number 1305594
metapel
Company Details:
Artemis Recruitment Consultants Ltd
Company size: 2-10 employees
Industry: Outsourcing and Offshoring Consulting
Our team of Recruitment Consultants strive to bring together the best candidate and the right employer. Operating primarily within Financial Services ...