Financial Services Administrator (South Norwich) Job in NR15, Tharston, Norfolk. Apply for the latest NR15, Tharston, Norfolk jobs in Accounting/Financial/Insurance.
Financial Services Administrator (South Norwich) Job in NR15, Tharston, Norfolk
Job Description
My client is a very reputable and well established financial planning and wealth management practice, based just ten miles south of Norwich.
They are currently looking for an experienced Financial Services Administrator but will also consider someone from an alternative professional background such as retail banking, mortgage broking, legal services or accountancy, as such this represents a great opportunity for a career minded individual to explore a change of profession.
You will be required to carry out a variety of duties as part of the role in supporting my clients existing Financial Advisers
The Role
This is a wide ranging and interesting position with enormous potential that would ideally suit an experienced administrator looking to develop and enhance their skills and gain more qualifications and move towards a qualified Paraplanning level.
Working within a friendly environment with highly skilled and qualified Financial Advisers the successful applicant’s duties would include the following:
* Assisting with administration duties where and if required
* Assisting in strategic analysis of business and implementation of new processes where necessary
* Assist in design and implementation of workflows, lifecycles and compliance file checks within IO
* Assisting in compliance file checks
* Suitability Report Writing
* Client Reviews to include FE Analytics
* Liaise with Business Manager to develop and streamline working practises across the business
* Liaise with Research Administrator to develop and maintain robust fund analysis procedures
* Other duties as and when required
Qualifications and Experience
* CII Diploma qualified or working towards (is desirable)
* A minimum of 2 years’ experience in Financial Administration (is desirable)
* Experience within an Independent Financial Advice Environment (is desirable)
* Ability to work unsupervised
Familiarity with the following software (is desirable):
* Intelligent office
* FE Analytics
* Selectapension
* Bankhall
* PPOL
* Defaqto
Benefits
An attractive and competitive benefits package is available with pension, more details are available upon application, salary is dependent upon experience.
An experienced Administrator could see a salary circa 25K whilst an inexperienced candidate would see a salary starting at 20K, though my client is very flexible on salary and will make allowances for the right person.
Office hours are 9am-5pm, Monday to Friday and some working from home will be permitted, once trained.
25 days holiday, closed between Christmas and New Year (exclusive of BH)
Death in service 4 x salary, Pension
Free Parking (outside office)
Flexi benefits package, can buy and sell holiday
Job Type: Permanent, Full Time
Location: NR15, Tharston, Norfolk
Category: Accounting/Financial/Insurance
City: Tharston
County: Norfolk
Country: United Kingdom
Salary: £22000 – £25000/annum Salary is Negotiable DOE
Benefits: Salary is Negotiable DOE
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