£20000 - £26000 Per year
Finance Administrator
Permanent_Part-time
Job Description
- Preparation and submission of New Business Files
- Sales Progression – pipeline/case submission chasing
- Managing the Review process and booking in (if required)
- Completion or management of the completion of the portfolio review report
- Action the outcome of the review and audit of the review
- Client change of agency and information collection
- Diary management including booking appointments
- Email management of yourself and Adviser
- Ensure income reconciliation is correct and check income statements regularly
- Lead management
- Contact Clients (if required)
- Update the back-office system appropriately
- Feedback to marketing team or introducer (if required)
- Answering general queries and requests from clients over the phone and by email
- Submitting requests to the business support team
- Completion of draft suitability reports
- Ensure the Adviser meets with company standard compliance requirements.
- Ensure all service levels are met for relevant clients and audited correctly.
- Ensure you understand the Adviser’s business and activity target for the year and log/monitor the relevant figures associated.
- Ensure you understand the current business goals & objectives.
- Ensure that all data added to the back-office system is correct and up to date where available.
- Ensure that you understand workload requirements by associated group resources.
Required Knowledge, Skills, and Abilities
- Great customer service
- Good IT Skills
- Excellent time management skills
- High attention to detail and accuracy
- Ability to self-manage and be proactive
- Great communication skills
Reference no: 99066