Financial Administrator
Posted 08/08/2024 by Uniting People
Mon-Fri 8.30am-5.00pm/8.00am-4.30pm
Competitive salary
Are you a Financial Administrator with a passion for client service and a desire to contribute to a growing firm?
You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.
An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.
Role of the Financial Administrator:
- Responsible for providing administrative support for a range of financial products including Personal Pensions, ISAs, Investment Bonds and SIPPS
- Liaising with providers to obtain quotes, cost comparison and preparing paperwork ready for client meetings
- Responsible for utilising various platforms to research, collate data, scenario planning etc
- Answering the phone, taking messages, dealing with client queries and booking appointments
- Gathering fund fact sheets, performing income schedules and preparing bespoke valuations
- Stay up to date with industry regulations and compliance requirements.
- Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch
Candidate Experience:
- Proven background working within a Financial Administration/Technical Administration role within Financial Services, Wealth Management or Financial Management is essential
- Excellent communication skills
- Strong numeric & analytical skills
- Strong team player
- Work well under pressure to meet deadlines
- Strong work ethic
- Tech Savvy
Benefits:
- Company pension
- 28 days holiday inc bank holidays
- Birthday off
- Free parking
- Company events
- Healthcare after probation
- Training and qualification opportunities
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
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- Telephone:
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- Job Reference:
- PERM245
- Job ID:
- 221825745
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