Our client is looking for a Financial Administrator to join their team in Leicester. The Administrator will provide administrative support to both the office manager and financial adviser. This will be a hybrid position, with three days office-based.
Responsibilities will include:
* Review submitted cases and ensure documentation is correct before cases are submitted.
* Point of contact for Adviser / PA queries in relation to submissions and issues.
* Updating cases and Adviser/PA.
* Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
* Respond to queries and escalate to Team Manager as required.
* Complete and submit cases on the relevant systems.
* Track all issues in the issues log and ensure they are addressed and closed.
* Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
* Update Business Register on cases submitted and noting outstanding requirements.
* Liaise with advisers and PAs on a weekly turnover process to ensure it is completed accurately.
* Complete pipeline chasing to ensure cases are completed within agreed Service Level Agreement.
* Provide quarterly reporting to Advisers on turnover status
PERSON SPECIFICATION
* Experience working within financial services is preferable.
* Understanding financial products will be an advantage.
* Good GCSE or A-level result and proficiency in all IT packages.
* Excellent organisational and administration skills, demonstrating good attention to detail.
* Ability to proactively use initiative to problem solve and anticipate next steps.
* A driven individual with a focus on client service and contributing towards a high-performance culture.
* Adaptable to change management plans and advocate to business initiatives.
* IT technically proficient, including Office 365.
* Committed to advocating and encouraging an inclusive and diverse team culture.
* Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.