Fees Administrator

Ref: 639| Posted: 10th Jul 2018

This vacancy is now closed

An immediate opportunity is now available for a Fee Administrator to join a market leading Financial Services organisation located in Salisbury, Wiltshire.

This is a permanent contract and you will be carrying out two primary functions: processing IFA charges and you will also be raising and calculating fees, both of which require an excellent eye for details.

In this position, you’ll be responsible for:          

  • Fee structure analysis and calculation of their products.
  • Settlement of outstanding fees.
  • Credit Control
  • Resolution of IFA, client and internal company queries within specific team deadlines.
  • Generation of IFA charges and production of accompanying statements.
  • Bulk account reconciliation and analysis.
  • Promotion of excellent investor/advisor service.
  • System testing when required.
  • Responsible for completing all mandatory training and to do so within required timescales

If this sounds like it is right for you, here’s what experience we are looking for:

  • Numerate, with good IT skills and knowledge of MS Excel
  • Ability to work accurately and quickly under pressure with a high level of accuracy and attention to detail
  • Confident communication (verbal and written) skills
  • Ability to prioritise workload and work to deadlines
  • Excellent Customer Service skills
  • Ability to deal with change in a positive and proactive manner
  • Excellent team working skills
  • Ability to think and act independently when required
  • Desire to take ownership of tasks 
  • Excellent problem-solving skills
  • Basic knowledge of financial markets and different investment product types 
  • Knowledge of purchase/sales ledger, credit control

In return for your skills you will receive a competitive salary and benefits and the opportunity to make your mark in a well-regarded organisation.

If you have the required experience, I want to hear from you!

Just hit the Apply button to forward over your CV for the Fees Administrator

First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973.  First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies.

Please note we regret that due to the high volume of CV's received we cannot give individual feedback to candidates, if you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.

First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.