Financial Administrator

Brampton Recruitment Ltd; Stoke-on-Trent; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Pension

Free parking

Death in service

Birthday day off

Employee Assistance Program (EAP)

Holidays 25 + BH

Job summary

Brampton Recruitment Ltd is seeking a Financial Administrator to support the Financial Advisor, handling client queries on pensions, protection and investments. The role includes liaising with product providers and performing all areas of administration to deliver a professional service.

Key duties include handling phone queries, preparing client review packs, arranging meetings, maintaining records, and ensuring compliance with procedures in a busy financial planning environment.

Qualifications

• Previous experience working in a Financial Planning firm is essential.
• CII Level 3 Qualification in Financial Administration (preferred; training can be provided).
• Working knowledge of IO and platform experience would be an advantage.
• 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 skills.
• Flexible and adaptable approach.
• Confident in IT and office software packages.
• Team player and positive attitude.

Responsibilities

• 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.

Skills

Excellent communication

Planning

Organisational skills

Customer service

Analytical

Problem-solving

IT proficiency

Team player

Education

CII Level 3 Qualification in Financial Administration

Tools

IO knowledge

Platform experience

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

• 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

• 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)