We are boutique firm of financial advisers and coaches, providing financial solutions to medical professionals, NHS Employers, General Practice, journalists, and political figureheads. The ideal candidate will need to be highly professional and efficient, with great communication skills, as you will be the first point of contact for enquiries and bookings. You will play an extremely important role to ensure services are delivered compliantly, efficiently and on time.
Process the monthly commissions on Intelligent Office (IO) the financial back-office system, input statements and allocate statements.
Liaise with providers regarding commission statements.
Input cash receipts from the bank statement and match with the allocated commission statements.
Generate the payment run and process the end of month accounts including reconciliation.
Chasing any outstanding commissions and/or invoices.
Produce monthly reports for the directors and any other report requested.
Reporting any anomalies or problems with the commissions to your line manager
Maintaining the Petty Cash Accounts.
Compiling and maintaining the Income/Expenditure statements and accounts.
Liaise with providers regarding administration requests.
General secretarial duties.
Online submissions of life and mortgage.
Chasing all pending business.
Assist Paraplanners with preparation of Annual Review packs.
Good communication skills.
Self-motivated with a positive attitude.
To be a strong team player, who works well alongside others but also independently.
First rate attention to detail.
Not afraid to take ownership of tasks.
Strong organisation and time-management skills.
Good IT skills & confident with technology.
Strong numerical ability.
An openness to flexibility within the role due to the nature of being a small company.
The ability to work accurately under pressure of tight deadlines.
Relevant CII (or similar) Qualifications.
Relevant experience in the Financial Advice industry.
A working knowledge of Intelliflo.
Competitive salary, dependent on qualifications and experience.
Group Income Protection.
Scope for flexibility with working hours and home-based working.
A friendly and efficient working environment that is always open to learning and development which will support your own career progression.
To enquire about the role please email a copy of your CV to firstname.lastname@example.org