Financial Administrator

rthirteen recruitment
£23,000 per annum
08 Sep 2017
06 Oct 2017
Contract Type
Full Time

R13 are currently working alongside a well established and progressive Independent Chartered Financial Advisors in their search for a Financial Administrator. The successful individual will be joining a highly reputable organisation, working within a team of experienced professionals. The main purpose of your role will be to deliver an excellent client service through essential administrative IFA support.


  • To provide welcoming and professional client service at all times.
  • Processing and monitoring new and existing business.
  • Securing and interpreting information from providers and fund managers, updating Financial Advisers continually.
  • Ensuring all client information is maintained accurately and efficiently.
  • Communicating with clients, third parties and professional introducers.
  • Preparing client valuations and meeting packs.
  • Ensuring all processes are carried out correctly and meet high efficiently levels.
  • Liaising with the Management Assistant to chase outstanding debtors and commissions.
  • Effective self-management of day to day tasks and responsibilities.

About You

  • A certificate in Financial Services (or equivalent) OR working towards qualification.
  • Experience gained in Financial Services or Insurance or an IFA environment is essential.
  • Working knowledge of Financial Products and/or Financial Planning Tools.
  • An understanding of FCA rules, ethics and financial regulations.
  • Excellent communication skills, ability to liaise at varying levels.
  • Ability to work within a team environment.
  • Strong MS Office skills including Excel and Word.