Financial Administrator

Posted 4 April by CV Bay Ltd Easy Apply

In this role you will be reporting to the Practice Manager, providing a market leading service in a customer focused, efficient, compliant and cost-effective environment.

Experience required:

  • Experience in a similar role within an IFA environment
  • Knowledge of industry products
  • Industry qualifications desirable but not essential
  • Good written and oral communication skills
  • Good analytical and numerical skills
  • Experience of Curo (Time 4 Advice) software system is an advantage


  • Build relationship with team members, and clients
  • Prepare files for client review meetings
  • Run daily price feed
  • Research and gather New Business applications
  • Liaise daily with clients and product providers
  • Prepare a variety of reports, summaries and valuations
  • Chase fees
  • Correspond with clients and professional connections as required
  • Inputting data accurately into internal database
  • Resolve client queries satisfactorily
  • Continuously develop knowledge of industry based systems
  • Manage high workload and meet challenging deadlines
  • Any other duties considered commensurate to the post
  • Keep abreast of regulatory procedures and industry changes


  • Salary: £26.000-30.000k DOE
  • Pension (e/r contributes 3% of salary)
  • Death in Service (4x salary), IPI, CIC
  • 25 days annual leave +birthday + Christmas break
  • Mon-Fri 9am to 5pm (1hour lunch break)

If this sounds like you, wait no more and click the apply button!! Alternatively you can give us a call at and speak with Cristian confidentially about the job role and skills required.

This ad is posted by CV Bay on behalf of a client. All of our Adverts are for live Jobs we're actively recruiting for. We are a UK based Recruitment agency. We have dedicated teams and account managers to ensure we give the best possible service. If this particular Advert isn't of interest to you, but you are a Games Professional, please get in touch as we have new roles in on a daily basis.

Reference: 34825824

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