Financial Administrator (Xplan) - London
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, working 3 days in the office and 2 days remotely.
PRINCIPAL DUTIES
- 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 on Xplan.
- 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.
OFFICE LOCATION
Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.
If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk
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