Financial Administrator - Leicester

Our client is looking for a Financial Administrator to join their team in Leicester. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, with 3 days office based.

Responsibilities will incluce:

-    Review submitted cases and ensure documentation is correct before cases are submitted.
-    Point of contact for Adviser / PA queries in relation to submissions and issues.
-    Updating cases and Adviser/PA.
-    Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
-    Respond to queries and escalate to Team Manager as required.
-    Complete and submit cases on the relevant systems.
-    Track all issues in issues log and ensure they are addressed and closed.
-    Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
-    Update Business Register on cases submitted and noting outstanding requirements.
-    Liaise with advisers and PAs on weekly turnover process to ensure it is completed accurately.
-    Complete pipeline chasing to ensure cases are completed within agreed Service Level Agreement.
-    Provide quarterly reporting to Advisers on turnover status 

PERSON SPECIFICATION

-    Experience of working within financial services preferable.
-    Understanding of financial products will be an advantage.
-    Good GCSE or A-Level result and proficient at all IT packages.
-    Excellent organisational and administration skills, who demonstrates good attention to detail.
-    Ability to proactively use initiative to problem solve and anticipate next steps.
-    A driven individual with a focus on client service and contributing towards a high-performance culture.
-    Adaptable to change management plans and advocate to business initiatives.
-    IT technically proficient including Office 365.
-    Committed to advocating and encouraging an inclusive and diverse team culture.
-    Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
 

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk 

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