Financial Administrator (Part-time) - Deddington

Artemis Recruitment Consultants Ltd; Banbury; On-site; GBP 27,000 - 35,000; Part time

Job summary

An established industry player is seeking a dedicated Financial Administrator to join their team in Deddington. This part-time role involves supporting Financial Planners by managing client relationships, coordinating meetings, and ensuring accurate documentation. The ideal candidate will possess strong communication skills and a keen attention to detail, making them a valuable asset in delivering personalized financial services. This opportunity allows you to contribute to a professional environment where your organizational skills will shine, and your efforts will directly impact client satisfaction and success. If you're ready to make a difference in the financial advisory field, this role is for you.

Qualifications

• Experience in a similar administrative role within the financial services sector is beneficial.
• Strong communication and organizational skills are essential.

Responsibilities

• Assist IFAs in managing client relationships and processing new business applications.
• Coordinate client meetings and prepare review packs for accurate information.

Skills

Strong Communication skills

Attention to detail

Organizational skills

Team player

Experience in financial services

Job description

Type of Position: Financial Administrator (Part-time) - Deddington
Pay: £27k - £35k (Pro-rata)

Financial Administrator (Part-time) - Deddington

Our Client is a professional independent financial advisory firm with offices across the UK. They offer personalized financial planning and guidance tailored to each client's specific needs. Their services include financial planning, pensions, savings and investments, taxation, mortgages, and various protection contracts. They are looking to take on a new Financial Administrator to join their team.

About the Role

Based in the Deddington Office, you will be joining a team who support four Financial Planners. This is a part time role and is fully office based. Previous experience working in a similar administrative role within the financial services sector would be beneficial.

Role Description

1. Assist the IFAs in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
2. Coordinate and schedule client meetings, handle appointment bookings and maintain the IFA's calendar.
3. Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
4. Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
5. Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.

Qualifications

• Strong Communication skills
• Experience in financial services or related field
• Attention to detail and organizational skills
• Team player!