SENIOR FINANCIAL ADMINISTRATOR - BUCKINGHAMSHIRE 2 REMOTE DAYS :
other jobs REED Insurance
Added before 7 Days
- England,South East,Buckinghamshire
- full-time
- £30,000 - £40,000 per annum
Job Description:
I AM SOURCING A SENIOR SKILLED CANDIDATE IN FINANCIAL SERVICES ADMINISTRATION LINKED TO A GREAT, FABULOUS FINANCIAL SERVICES IFA FIRM. YOU MUST HAVE A MINIMUM OF 5 YEARS SKILLS IN THE ROLE.
This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment. HENCE WHY THE SUCCESSFUL FINACIAL SERVICES SENIOR ADMINISTRATOR WILL HAVE 5 YEARS MINIMUM SKILLS LINKED TO THE ROLE - SKILLED FINANCIAL SERVICES ADMINISTRATOR (LINKED TO INVESTMENT AND PENSIONS AND SUPPORTNG THE ADVISORS AND THE PARAPLANNERS IN STRONG ADMIN SKILLS)>
Role Purpose
As outlined, To provide support to Teams company of paraplanners and advisers, across a range of tasks
Reporting to TBC
Role Accountabilities
• Liaising with clients, product providers and other 3rd parties
• Preparing documentation, including valuations, for client meetings
• Obtaining illustrations/quotations, product literature and fund/transfer values from product providers and other 3rd parties
• Sending information requests to providers, and managing these through to receipt of information
• Maintaining accurate client records and updating client database (CURO)
Personal Competencies
• Intelligent, honest, ambitious and self-motivated – a “can do” attitude
• Analytical and problem-solving approach
• Building Relationships
• Strong team worker
• Good communicator
• High Ethical Standards
• Professionalism in appearance and manner
• Ability to prioritise work to meet deadlines
• High attention to detail, grammar and accuracy
Qualifications YOU MUST HAVE
Highly Desirable:-
• Computer literate, with experience of Curo, Excel spreadsheets, platform experience
• Highly numerate
• CII qualifications reflecting a core understanding of tax, pensions and investments
Benefits:-
• Office 3 Days. Home 2 Days
• Salary based on experience
• 25 days annual leave
• 4% Company Pension and 66% of Company NI on Salary exchange
• Death in Service (up to £200k)
• Cash Plan
BE GREAT TO GET UPDATED CV FOR SKILLED CANDIDATES LINKED TO THIS ROLE - A HIGHLY SKILLED FINANCIAL SERVICES LINKED TO PENSIONS AND INVESTMENTS AND CARRYING OU THE ADMIN ROLES. A SENIOR FINANCIAL ADMINISTRATOR :)
This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment. HENCE WHY THE SUCCESSFUL FINACIAL SERVICES SENIOR ADMINISTRATOR WILL HAVE 5 YEARS MINIMUM SKILLS LINKED TO THE ROLE - SKILLED FINANCIAL SERVICES ADMINISTRATOR (LINKED TO INVESTMENT AND PENSIONS AND SUPPORTNG THE ADVISORS AND THE PARAPLANNERS IN STRONG ADMIN SKILLS)>
Role Purpose
As outlined, To provide support to Teams company of paraplanners and advisers, across a range of tasks
Reporting to TBC
Role Accountabilities
• Liaising with clients, product providers and other 3rd parties
• Preparing documentation, including valuations, for client meetings
• Obtaining illustrations/quotations, product literature and fund/transfer values from product providers and other 3rd parties
• Sending information requests to providers, and managing these through to receipt of information
• Maintaining accurate client records and updating client database (CURO)
Personal Competencies
• Intelligent, honest, ambitious and self-motivated – a “can do” attitude
• Analytical and problem-solving approach
• Building Relationships
• Strong team worker
• Good communicator
• High Ethical Standards
• Professionalism in appearance and manner
• Ability to prioritise work to meet deadlines
• High attention to detail, grammar and accuracy
Qualifications YOU MUST HAVE
Highly Desirable:-
• Computer literate, with experience of Curo, Excel spreadsheets, platform experience
• Highly numerate
• CII qualifications reflecting a core understanding of tax, pensions and investments
Benefits:-
• Office 3 Days. Home 2 Days
• Salary based on experience
• 25 days annual leave
• 4% Company Pension and 66% of Company NI on Salary exchange
• Death in Service (up to £200k)
• Cash Plan
BE GREAT TO GET UPDATED CV FOR SKILLED CANDIDATES LINKED TO THIS ROLE - A HIGHLY SKILLED FINANCIAL SERVICES LINKED TO PENSIONS AND INVESTMENTS AND CARRYING OU THE ADMIN ROLES. A SENIOR FINANCIAL ADMINISTRATOR :)
Job number 1970351
metapel
Company Details:
REED Insurance
Company size: 2,500–4,999 employees
Industry: Other
Reed Insurance is the UK’s #1 insurance and financial services recruitment agency, with offices located strategically in every financial service...