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Senior Financial Administrator

Posted 2 February by SF Group Ended

SF Group are currently recruiting for a Finance Advice Group in North Leeds, this is an excellent opportunity to join an established, innovative and growing business. My client is seeking an experienced and knowledgeable Senior Financial Administrator to join their team. This is a busy and varied role where you will be responsible for providing administrative support to Financial Advisors, as part of a team, and assisting with the less experienced administrators. The successful candidate will have previous experience in IFA Administration, have excellent organisational skills along with a confident and professional manner.

Duties include:

  • Answering the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner
  • Sorting and allocating the post when necessary
  • Meeting and greeting visitors when necessary
  • Writing suitability reports from a template
  • Carrying out day to day administration for the business writers
  • Fully utilising back office system and ensuring it is kept up to date with accurate information
  • Carrying out full diary management
  • Scanning and filing documents using the document management system
  • Answering client enquiries relating to pensions and investments
  • Assisting in the training and development of Administrators

In order to be considered for this role applicants must:

  • Have practical experience and knowledge of an IFA environment
  • Be able to work on their own initiative
  • Demonstrate reliability and strong interpersonal skills

Benefits of the opportunity:

  • Very competitive salary
  • Bonus based on the success of the business – they do well and the whole team is rewarded
  • Close knit family environment
  • Parking provided

If you feel your experience is right for this role, and you have previously worked in a Financial Administration capacity please call Peter on or email on .

Reference: 34383599

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