Financial Administrator

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    Jobs in Christchurch, Dorset

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    Financial Administrator SALARY: £23,000 - £25,000

    Perm FT
    REF: Financial Administrator

    Working in this lovely, small, friendly administration team you will be providing top quality administration support. This successful Company who work mainly on referrals are very relationship based, there ethos is to build strong, long-term relationships and provide an exceptional customer service.

    The ideal candidate must have previous experience and knowledge of Financial Services specifically with investments and pensions. A working knowledge of Intelliflo would be an advantage.

    Duties include:-

    Liaising with clients, providers and colleagues on a daily basis.
    Dealing with client or providers queries promptly via phone and email
    Sending letters of authority and collating policy information
    Fund performance analysis via FE Analytics
    Maintain client platform accounts, sale/subscribe, rebalancing and withdrawals

    The ideal candidate will be a strong team player, able to work on their own initiative, with excellent organisational skills and the ability to work to deadlines, multi task and prioritise your workload.

    You need to be process driven and follow strict FCA regulations and internal procedures.

    Hours Monday to Friday 9.00 am - 5.00 pm

    Private Medical Insurance

    33 days annual leave (inc Bank Holidays)

    3% employer pension scheme

    Bonus scheme

    Support for professional qualifications

    Additional info

    • LOCATION: Christchurch, Dorset
    • CONSULTANT: Tracey Wood
    • TYPE OF WORK: Finance