Financial Administrator

Confidential; England; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Pension

Free parking

Death in service

Day off for birthday

EAP

25 holidays + bank holidays purchase

Job summary

Confidential is expanding and seeks a Financial Administrator to support the Financial Advisor. You will be the main contact for client queries on pensions, protection and investments, and will liaise with product providers while covering all areas of administration to ensure a professional, efficient and friendly service to clients and internal staff.

Responsibilities include handling calls, processing new business, preparing client review packs, arranging meetings and maintaining accurate

Qualifications

• Demonstrated experience in a Financial Planning firm is essential.
• CII Level 3 Qualification in Financial Administration preferred; training can be provided.
• Knowledge of IO platforms and financial platforms is advantageous.
• Understanding of Model Portfolios/DFMs is preferred.
• Ability to manage and prioritise workloads.
• Excellent communication, planning and organisational skills.
• Excellent customer service skills.
• Analytical and problem-solving abilities.
• Flexible and adaptable approach.
• Confident in IT and common office software.
• Team player with a positive attitude.

Responsibilities

• Dealing with phone calls, enquiries and requests.
• Liaising with clients in written and verbal capacity.
• Processing of new business.
• Assisting Paraplanners and Advisers with client review packs.
• Arranging client meetings and managing Advisers diaries.
• Completing Portfolio Illustration requests.
• General administration support.
• Ensuring all financial planning administration adheres to procedures.
• Maintaining client records on bespoke software with accuracy and compliance.

Education

CII Level 3 Qualification in Financial Administration

Tools

IO platforms

Job description

Our client is a business that is expanding and as such they have an exciting position to join them as a Financial Administrator, supporting the Financial Advisor. In this role you will be the point of contact for clients queries on questions relating to pensions, protection and also investments, this role will also involve liaising with product providers and will also cover all areas of administration to deliver a professional, efficient and friendly experience to both internal and external individuals.

Job Description for the Financial Administrator role:

• Dealing with phone calls, enquiries and requests, handling them where appropriate
• Liaising with clients in both a written and verbal capacity
• Processing of new business
• Assisting Paraplanners and Advisers with preparing client review packs (on an annual and tri-annual basis)
• Arranging client meetings and management of Advisers diaries
• Completing Portfolio Illustration requests
• General administration support
• Ensuring all financial planning administration is carried out in accordance with our procedures
• Maintaining client records on bespoke software to ensure that all files are well presented, accurate and compliant

Candidate Requirements for the Financial Administrator role:

• Previous experience working in a Financial Planning firm is Essential
• CII Level 3 Qualification in Financial Administration if preferred, training can be provided to achieve this
• Working knowledge of IO and platform experience would be an advantage
• Understanding of Model Portfolios/DFMs is preferred
• The ability to manage and prioritise workloads
• Excellent communication, planning and organisational skills
• Excellent customer service skills
• Analytical and problem-solving skills
• Someone who has a flexible and adaptable approach
• Confident in IT and office software packages
• Team player and positive attitude

Hours: Monday Friday 9:00 am 5:00 pm

Salary: £28,000 - £32,000 Per Annum

Benefits: Pension, free parking, death in service, day off for birthday, EAP

Holidays: 25 + BH (between September to November can purchase hols for the following year on a scheme)