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