Financial Administrator - London

Type of Position: Financial Administrator - London (2)

Pay: £25k - £30k

Our client is looking for a Financial Administrator to join their team in London. The Administrator will provide admin support to the office manager and financial adviser.

PRINCIPAL DUTIES

1. Review submitted cases and ensure documentation is correct before submission.
2. Serve as the point of contact for Adviser / PA queries regarding submissions and issues.
3. Update cases and Advisers/PAs on Salesforce.
4. Manage the team mailbox and ensure queries are addressed within the Service Level Agreement.
5. Respond to queries and escalate to the Team Manager as needed.
6. Complete and submit cases on relevant systems.
7. Track issues in the issues log and ensure they are resolved.
8. Engage proactively with Admin Centre teams to process cases within SLAs.
9. Update the Business Register on submitted cases and note outstanding requirements.
10. Liaise with advisers and PAs on weekly turnover processes for accuracy.
11. Follow up on pipeline to ensure case completion within SLAs.
12. Provide quarterly turnover reports to Advisers.

PERSON SPECIFICATION

• Experience in financial services preferred.
• Understanding of financial products is an advantage.
• Good GCSE or A-Level results and proficiency in IT packages.
• Excellent organisational and administrative skills with attention to detail.
• Proactive problem-solving and anticipation of next steps.
• Client-focused with a drive for high performance.
• Adaptable to change and supportive of business initiatives.
• Proficient in Office 365 and IT skills.
• Committed to fostering an inclusive and diverse team culture.
• Supports wellbeing initiatives and promotes an open, considerate culture.

OFFICE LOCATION

The role is currently remote. Initial training requires office attendance, after which remote work is possible. Occasional office visits may be needed for meetings.