Details:
- Salary: £20,000 - 28,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Lichfield Staffordshire
- Date: 2 weeks ago
Description:
Senior Financial Administrator
£20,000 - £28,000
BCR/JH/11105
Lichfield
Bell Cornwall Recruitment is seeking a proactive Senior Financial Administrator for our client's expanding Financial Administration Team. Located in Lichfield, this permanent position offers a fantastic opportunity for a candidate passionate about financial services. The role is adaptable for full-time or part-time candidates and offers a salary between £20,000 and £28,000, based on experience.
Key Responsibilities:
Provide efficient administrative support to a team of Financial Advisers
Draft and distribute correspondence, including letters and emails
Act as a point of contact for clients, life offices, and internal business members
Maintain accurate company administration systems and ensure client data is up-to-date
Manage daily work flow via the diary management system
Assist in overseeing the Financial Advisers' portfolio of existing business and pipeline
Ensure compliance with FCA and Company guidelines in new business files
Prepare and format reports according to Company standards
Organise new business packs for Adviser client meetings
Submit case applications to providers
Implement structure within the department under the direction of the Team Manager
Provide training, support, and guidance to the departmentKey Criteria:
Previous experience in Financial Administration
Commitment to obtain Financial Administration qualifications
Effective organisational and planning skills
Ability to work to deadlines
Proficiency with Xplan, Microsoft Word, and Excel
Strong communication and interpersonal skills
Detail-oriented with a keen eye for quality
Willingness to learn and undertake suitable training
Self-motivated and capable of working both in teams and independently
GCSE A* - C in Mathematics and English or equivalent
Passion for career development and progressionIf you meet these criteria and believe you'd thrive in this role, Bell Cornwall would love to hear from you. Please apply now or get in touch via our website today.
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)