Junior Financial Administrator

Salary: £26,000 per year

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 £26,000per year

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