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» Job Vacancy

Administrator - Financial Services


Hours: Full Time
Contract: Permanent
Pay Maximum: £32000
Pay Minimum: £26000
Pay Period: A Year
Category: Administration, Administration
Location: Woking, Surrey, United Kingdom

Sep 13th
days old


views


applied




Description
Our client looking for a candidate to join them who has specific experience of the Financial Services Industry. They are searching for a professional with a solid background as an administrator who has practical hands on systems experience. They are able to offer great prospects, training and professional development opportunities and a discretionary bonus scheme.



Job Purpose:

- To use a wide range of office software products to produce data and reports including Intelligent Office, Standard Life WRAP, Fidelity and PPOL.
- Managing filing systems, records, correspondence and preparing reports and data for the team.
- Running the businesses administration, systems and records management.
- Responding promptly to customer's general enquiries and ensuring their data, records valuations and files are kept up to date.
- Keeping up to date with industry regulations and developments.
- Assisting the IFA's in reviewing, analysing, and preparing financial plans and reports for clients.
- 4 Completing SageOne accounting entries, chasing outstanding fees and obtaining quotes.



Position Requirements:

- You must be fluent in Intelligent Office including commission reconciliation and matching.
- Have a solid working knowledge of Standard Life WRAP or Fidelity Funds Network.
- Have a can do approach, excellent interpersonal and communication skills. ?
- Have good numeracy and literacy skills.
- Be organised and thorough in your approach to work.
- Be an intermediate level user of Microsoft applications including word, excel and powerpoint.
- Have practical experience of Paraplanning online and SageOne.
- Be flexible and able to manage time and work under pressure.



Salary £26,000 - £32,000 depending on experience + Bonus.



Please send your updated CV to belinda@recruitment-boutique.com

Company
Company: Recruitment Boutique
Contact: Belinda

Further Information
Reference: RKV-120917/20601161
Posted: 13 Sep 2017, 07:20








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