Finance Operations Specialist managing billing and payment processes in a tech company. Ensuring data integrity and driving automation opportunities in finance operations.
About the role
- Financial Services Administrator managing client servicing tasks in the financial services sector. Ensuring administration for life, pensions, and investments is completed effectively.
Responsibilities
- Preparing MiFID costs & charges statements
- Establishing a professional relationship with clients, striving to deliver a level of excellence
- Processing letters of authority, ensuring all documents are uploaded
- Preparing updated client Portfolio Reports for Review Meetings
- Booking & confirming Review appointments
- Monitoring company inbox and taking incoming calls
Requirements
- Must have excellent understanding of the financial planning process
- Must have excellent communication skills and telephone manner
- Must have excellent oral & written English language skills
- Proven experience in an IFA Financial Services Administration Role
- Proficient IT skills, basic spread sheet and database knowledge
- Good planning and effective organisational skills
- Honesty and integrity
- Methodological approach to work
- Strong written and verbal English literacy skills are essential
Benefits
- Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working
- Generous time off: 28 days holiday + bank holidays + your birthday off
- Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions
- Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts
- Career development & progression: Access to the Radiant Academy for structured training
- Team culture: Join a collaborative, approachable group of professionals who value both excellence and support
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