Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.
PRINCIPAL DUTIES
* 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 on Salesforce.
* 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 the Business Register on cases submitted and note outstanding requirements.
* Liaise with advisers and PAs on weekly turnover process to ensure it is completed accurately.
* Complete pipeline chasing to ensure cases are completed within the 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 proficient at all IT packages.
* Excellent organisational and administration skills, who demonstrates 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 for 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.
OFFICE LOCATION
Our client is based in Harrow, North West London - and this will be an office-based position.