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Financial Support Administrator

Norwich

Due to growth, our client, a reputable Chartered Firm based in Norwich are looking to bring an experienced Financial Administrator into their team. The successful candidate will provide a welcoming, efficient and professional client service with a high focus on quality and accuracy. This is an amazing company to work for, giving their employees the opportunity to progress and complete qualifications to advance their skills.

Key Responsibilities:· Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation.· Process and monitor new business and 'top ups’ to existing business through to completion.· Prepare client valuations and review packs.· Process all post-review related paperwork and prepare relevant correspondence as required.· Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner.· Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures.· Ensure all client records and data are maintained accurately and efficiently.· Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications.· Send out letters of authority and correspondence to clients, professional introducers and other third parties.· Prepare new client meeting packs.· Calculate fees, raise client invoices and chase outstanding fees as required.· Effective management of day-to-day work through the company’s workflow system.

Skills:· Experienced Financial Administrator· Understanding of FCA rules, ethics and financial regulations· Diploma in Financial Services is desirable· Strong IT skills, MS Office Word and Excel· Excellent organisational and communication skills· Good numeracy skills· Attention to detail· Demonstrate an adaptable approach to work· Ability to work within a team environment

Benefits:· Competitive compensation package· Generous Company Pension Contribution· Flexible Working Hours· Exam support· Continuous training and professional development opportunities· A collaborative and supportive team environment

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