Financial Administrator

www.topfinancialjobs.co.uk - Jobboard; Exeter; On-site; GBP 25,000 - 30,000; Full time

Job summary

An exciting opportunity awaits as a Financial Planning Administrator with a well-established accountancy firm. This role offers flexibility with full-time or part-time options, allowing you to manage client relationships and ensure high-quality service delivery. You'll collaborate closely with Financial Planners and engage with product providers, all while maintaining compliance with industry standards. Enjoy a competitive salary, generous holiday, and a range of benefits including private medical insurance and a pension scheme. This is your chance to enhance your career in a dynamic environment!

Benefits

25 days of holiday plus bank holidays

Pension scheme

Private medical insurance

Death in service benefit

Access to health schemes

Cycle to work scheme

Employee assistance programme

Enhanced maternity & paternity leave

Qualifications

• Experience as a Financial Administrator or similar role.
• Strong client service background in the financial sector.

Responsibilities

• Manage client records and ensure exceptional service delivery.
• Communicate with product providers and maintain compliance.

Skills

Attention to Detail

Client Communication

Financial Planning Software

Education

Experience in Financial Administration

Tools

Back-office System

Job description

An exciting opportunity has arisen for a Financial Planning Administrator to join a well-established accountancy firm. This role can be full-time or part-time, offering excellent benefits and a salary range of £25,000 - £30,000 for a 36.25-hour work week.

Role Overview

As a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service.

Responsibilities

1. Manage client records using the company's back-office system.
2. Communicate with product providers and internal teams to implement financial advice.
3. Partner with Financial Planners to ensure exceptional service delivery.
4. Maintain compliance with regulatory standards and industry best practices.
5. Contribute to process improvements and quality enhancement initiatives.
6. Build and maintain meaningful relationships with clients.

Candidate Requirements

1. Experience as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator, or in a similar role.
2. Background in delivering outstanding client services within the financial sector.
3. Strong attention to detail and excellent communication skills with clients and providers.
4. Proficiency with financial planning software and understanding of regulatory requirements.

What We Offer

• Competitive salary
• 25 days of holiday plus bank holidays
• Pension scheme
• Private medical insurance
• Death in service benefit
• Access to health schemes
• Cycle to work scheme
• Employee assistance programme
• Enhanced maternity & paternity leave (after 1 year of service)

Application

Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.

Important Information

We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you via email, phone, or text message. For more details, see our Privacy Policy on our website. Please be aware of your individual rights and the company's data protection measures. For further information on the policy or GDPR, contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.