This job has ended. Find similar jobs.

Administrator Financial

Posted 13 September by Equation Recruitment Ended
Our client based in Banbury is looking to recruit an experienced administrator with suitable experience working in the finance industry.

To be considered you will:
*Financial industry exam qualifications
*Minimum of 3 years experience in wealth management
*Experience with Transact or similar financial platforms
*Experience with Iress (AO) back office system
*Experience with client risk profiling and cash flow modelling systems

Your day to day duties will include:
*Liaising with client to obtain personal banking information, NI numbers, addresses and policy details
*Booking in meetings and follow up appointments
*Sending pre-meeting information, letters, maps and welcome packs
*Sending follow up letters and requesting ongoing information
*Dealing with providers to obtain
*Quotations, illustrations, transfer values, sending off LOA's and plan encashment and surrenders
*Confirming change of address
*Completing compliance requirements and Anti Money Laundering checks for all clients
*Running Management information reports from Report Server in IRESS
*Dealing with weekly cash reports via Transact
*Running all bulk service reports via IRESS
*Updating AO/IRESS with new client information and updating existing client details
*Submitting new business online
*Obtaining quotes via The Exchange
*Liaising with accountants and solicitors for mutual clients
*Handling POA arrangements and set up
*Dealing with Transact to instruct sales (with the guidance of the planner) and transferring cash into and out of plans
*Pension Transfer establishment and dealing with external pension providers
*Arranging annuity details and drawdown set up
*Entering fees and adviser charges on AO and sensing invoices to clients and providers
*Running all diary and schedules through activity managers and diarising future dates

For live job updates direct to your newsfeed like our Facebook page - you can do this by typing "Equation recruitment" into the Facebook search bar, alternatively visit our equationrecruitment website

Equation Recruitment is an equal opportunities employer that operates as an employment agency for permanent recruitment and as an employment business for temporary recruitment. Replying to this advert means that you provide us with authorisation to add you to our database for us to match and contact you to other suitable vacancies.

Reference: 33298383

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job

Email me jobs like this

By clicking Submit, you accept our Terms & Conditions.