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DATE ADDED: Tue 08/01/2019

Financial Administrator

Wakefield, West Yorkshire, UK


JOB TYPE: Permanent

SALARY: Up to £16000 per annum + + bonus

  • To assist in the admin duties in the day to day running of the team
  • To support the practice with daily business functions
  • To request and collate ceding scheme information from third party providers
  • To upload information onto computer systems
  • To maintain daily postal requirements
  • To be the first point of contact for client/provider queries
  • To process financial/business documentation and forms
  • To work within a regulated environment
  • To be the first point of contact for clients/providers queries, resolving efficiently or referring to correct area
  • To effectively record day to day actions on appropriate system
  • To perform postal duties including scanning sensitive data
  • To process information requests
  • To collate information using checklists to establish full receipt
  • To process client actions ie: withdrawals, change of address
  • To help maintain client relationships ie: writing and posting birthday cards, assisting with mail merges

Qualities and skills

  • The ability to balance conflicting demands in a calm and friendly manner.
  • Technical knowledge
  • basic knowledge of pension and investment products
  • Ability to work professionally and follow practice etiquette
  • Adaptable to meet practice requirements
  • An ability to pay attention to detail
  • Ability to accurately transpose information
  • Financial industry knowledge
  • Experience in setting up and maintaining systems, processes and procedures.
  • Up to date knowledge of regulation and legislation.
  • Broad experience of Microsoft Office (Word, Powerpoint, Excel)

Cordant Group is an equal opportunities employer

Role: Financial Administrator
Job Type: Permanent
Location: Wakefield, West Yorkshire, West Yorkshire, West Yorkshire

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