Financial Administrator

About Roundhouse Financial Services:

Roundhouse Financial Services is a Chartered Independent Financial Planning business that has been advising clients since 1987 on all aspects of Savings, Investments and Pensions. They have built up a significant client base of satisfied customers and almost all of their new clients come from referral from existing clients or from fellow advisers – something they are very proud of.

Package Details:

The successful candidate will receive a basic salary of £29,000 - £34,000 per annum.

Benefits include:

• Pension scheme
• 20 days annual leave + bank holidays – rising 1 day per year of service capped at 8 years (28 days + bank holidays)
• Hybrid working, minimum 2 days in the office.
• Discretionary annual bonus.
• Potential additional bonus, as part of the EOT (Employee Ownership Trust) of up to £3600 per annum tax free.

Purpose of the role:

The purpose of the Financial Administrator role is to provide all administration support within the business. You will provide pre and post-sales support to the Financial Advisers and clients alike. You will contribute to the success of the company overall and adhere to all internal compliance standards and administration procedures ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues alike.

Duties and Responsibilities:  

Your duties and responsibilities will include (but not be limited to):

• Responsibility for processing new business.
• Liasing with the Adviser, their team to ensure full compliance.
• Liasing with the product provider to ensure the transaction is completed as instructed and efficiently.
• Maintain back-office software (XPlan) to ensure accuracy of client records.
• Complete all tasks in line with company procedures and processes.
• Answering phones and being first point of contact for clients.
• Provide general support to the team when needed.
• Client Valuations and producing reports.
• To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood.
• To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill.
• The accurate and efficient administration of both paper and system-based records and the accurate maintenance of filing of client records.
• Compile meeting preparation packs and attend meetings when required.

The Ideal Employee:

• 2 years’ experience within the financial services industry.
• Excellent organisation, communication, and numeracy skills both written and oral.
• The ability to work accurately under pressure of tight deadlines.
• The ability to prioritise tasks and remain calm under pressure.
• The ability to work from your own initiative.
• Excellent accuracy and attention to detail.

Experience required: 2 years minimum financial services experience.