Senior Financial Administrator

Senior Financial Administrator

Job Title: Senior Financial Administrator
Contract Type: Permanent
Location: Fareham, Hampshire
Salary: Up to £35000.00 per annum
Start Date: asap
Reference: BBBH5311_1546458813
Contact Name: Financial Services
Contact Email:
Job Published: January 02, 2019 19:53

Job Description

Senior Financial Administrator
We are recruiting a senior financial administrator to join our technical Administration team.
The role will report to the Head of Administration and the key areas of responsibility are as follows:

  • On boarding and administration for more technical cases
  • Fee queries
  • Policy summaries
  • Ad-hoc technical queries from clients & advisers
  • Training and documenting procedures

The Person
The successful candidate will be a delivery orientated and well organised individual. They will ideally have obtained or be working towards their level 4 qualification, although significant and directly relevant experienced candidates without any exam passes will be considered. The successful candidate will have:
A general interest in the investment industry

  • Experience in an IFA/Wealth Managers office or a technical administration role with a product provider.
  • Experience in preparing or working with MIFID II relevant fee and review information with clients and advisers
  • Strong Pension Knowledge past the basic personal pension policies
    • Section 32
    • Retirement Annuity contracts
    • Group SIPPs
    • financial services industry
  • Attention to detail and a real focus on accuracy
  • Desire to work hard and succeed in a busy environment
  • Strong team player
  • Likely educated to degree level or relevant industry qualifications
  • People management experience advantageous

Please apply on the Dynamite Website or call 02392 455422 and ask for Chloe

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.