Finance Admin Specialist - Client Support & Coordination

Exec Recruitment Solutions; Liverpool City Region; On-site; GBP 40,000 - 60,000; Full time

Job summary

A specialized recruitment agency in the United Kingdom is seeking an Administrative Support role for a financial planning company. This position involves providing essential support to Financial Advisers, managing client communications, and maintaining records. The ideal candidate should have at least 2 years of experience, strong communication skills, and proficiency in Microsoft Office. Competitive salary and benefits available, with training provided.

Benefits

20 days holiday plus bank holidays

3% employer pension contribution (increasing after longevity of service)

Free onsite parking

Private medical insurance

Group life cover

Qualifications

• At least 2 years of administrative experience and a desire to learn.
• Competent verbal and written communication skills are essential.
• Ability to work proactively and manage multiple priorities.

Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.
• Prepare letters of authority and collect policy information.
• Package suitability reports for distribution to clients.
• Process new business applications, fund switches, and withdrawals.
• Assist in the production of relevant paperwork.
• Contact clients to arrange annual review meetings.
• Track cash balances and arrange cash movements.
• Maintain client records on financial management databases.

Skills

Administrative experience

Proficient in Microsoft Excel

Proficient in Microsoft Word

Proficient in Microsoft Outlook

Verbal communication skills

Written communication skills

Proactivity

Multitasking

Job description

A specialized recruitment agency in the United Kingdom is seeking an Administrative Support role for a financial planning company. This position involves providing essential support to Financial Advisers, managing client communications, and maintaining records. The ideal candidate should have at least 2 years of experience, strong communication skills, and proficiency in Microsoft Office. Competitive salary and benefits available, with training provided.