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Date Added: Tue 26/07/2022

Junior Financial Administrator

Askern, UK
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Company: V-RECRUIT

Job Type: Permanent, FullTime

Salary: £18000 - £20000/annum

Junior Financial Administrator

V-Recruit are currently recruiting a Junior Financial Administrator to start work on a Permanent basis for our Doncaster-based client.

Our client is a Financial Services Provider who specialise in providing Financial Advice and Financial Life Planning to their clients. They have a vacancy within their busy office for a Trainee/Junior Financial Administrator and are looking to develop the successful applicant into a competent Financial Services Administrator.

Duties to include:

* Creating and maintaining client files to the required compliance standards

* Sending Letters of Authority and gathering accurate information

* Obtaining illustrations, application forms and other documentation

* Checking accuracy and completeness of documents before processing/submission including anti-money laundering requirements

* Ensuring all business applications are processed accurately and efficiently in line with both the business' and relevant product provider's requirements

* Checking policy documents and contract notes received from product providers

* Filing documents correctly in line with latest policies and processes

* Chasing product providers to ensure timely and accurate turnaround times for clients

* Ensuring all fund switches / rebalances / other transactions are carried out accurately and within the required timescales

* Managing incoming telephone calls

* Ensuring back-office systems are kept up to date

* Opening, scanning, logging, and allocating incoming post

* Attending team meetings to input any ideas to assist with the growth of the business.

Starting salary is £18,000-£20,000k per annum

Working hours are 8.30am-4.30pm, Monday to Friday

This is a permanent role with excellent progression, training and development opportunities including the opportunity for the CII Level 3 & 4 qualifications for those looking to further their career in the financial services sector

The chosen candidate must be:

* An excellent communicator, both written and verbal

* Self-motivated and takes personal responsibility and pride in their work

* Qualified to a GCSE equivalent, including Maths and English

* Highly organised, methodical and disciplined

If you are interested in this role, or would like to learn more, please contact Natasha at V-Recruit on (phone number removed) and apply online
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