Financial Administrator (Ifa)

Financial Administrator (Ifa)

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, based in Harrow, North West London.

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 Salesforce
• Manage team mailbox and ensure queries are actioned within the Service Level Agreement
• Complete and submit cases on the relevant systems
• Track all issues in issues log and ensure they are addressed and closed

Person Specification

• Experience of working within financial services preferable
• Good GCSE or A-Level results and proficient at all IT packages
• Excellent organisational and administration skills, with good attention to detail
• Ability to proactively use initiative to problem solve and anticipate next steps

This will be an office-based position. If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk