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Financial Services Administrator Chippenham, Wiltshire

Job title: Financial Services Administrator

Company: Acorn Recruitment

Job description: An exciting opportunity to work as part of a longstanding bubbly team environment in the Chippenham area.

Working 8am – 4pm / 9am – 5pm, Monday to Friday. Salary up to £20,000.

The role will involve:

  • Assessing the administration and upload all documentation of new brokers joining the company.

This will include:

  • New joiners to both networks
  • Ongoing monitoring

Main accountabilities

– Review and assess the personal and business financial profiles of new firms, firm
principals and advisers applying to join the networks.
– Provide feedback where required and approve/decline applications – where appropriate referring to senior management for guidance.
– Full training will be given but a background in banking or financial services will prove advantageous.
– Annually, review and assess the personal and business financial profiles of firms, firm
principals and adviser members of the networks.
– Complete Management Information reports relevant to financial reviews completed,
approved and declined (when needed).
– Maintain and communicate daily updates (working with the Broker Services Manager
and Head of Broker Services) to relevant networks staff, management and executive
– Administration Tasks – other duties as required by the Head of Broker Services

Technical skills/competencies

  • Intermediate IT skills – Microsoft Office Suite.
  • Full working knowledge of internal systems (training provided).
  • Proficient user of Microsoft Excel, Outlook and Word.
  • Knowledge of Financial Conduct Authority authorisation requirements – particularly the Fit and Proper test for Approved Persons in relation to financial soundness would be preferred but not essential as training will be provided.
  • Ability to collate and distribute relevant Management Information in the

absence of the Financial Monitoring Team Leader (when required).

  • Knowledge of the structure, presentation and interpretation of Company/Business Accounts (training will be provided).


  • GCSE Maths / English (grade C or above).
  • Good written and oral communication.
  • Ability to take ownership for workload and work to set quality and service level agreed standards.
  • Ability to work well within a team environment.
  • Requirement to maintain a high degree of confidentiality when dealing with sensitive personal and business data.

Acorn Recruitment acts as an employment agency for permanent recruitment.

Expected salary: £20000 per year

Location: Chippenham, Wiltshire

Job date: Sun, 12 Sep 2021 06:22:28 GMT

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