Financial Administrator

Mulberry Recruitment; Winnersh; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial recruitment agency is seeking a Financial Administrator based in Winnersh. The candidate will handle client queries, maintain accurate records, and organize financial planning reviews. Ideal candidates will have experience in financial services and excellent communication skills. This full-time role offers a competitive salary between £30,000 and £35,000.

Qualifications

• Experience within an IFA related/Pensions or Investments - financial services industry.
• Experience using iO is desired, but not essential.
• Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements.

Responsibilities

• Deal with queries from clients through clear communication.
• Ensure all client communication is accurately recorded.
• Organise financial planning annual reviews for clients.

Skills

Excellent written and verbal communication skills

Knowledge of investments, pensions, and family wealth planning

Tools

iO

Job description

Overview

Financial Administrator

Winnersh

30,000 - 35,000

Full time 37.5 hours

My client is seeking a Financial Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors.

Duties

• Quickly and effectively deal with queries from clients through clear and thorough communication.
• Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO).
• Collect, collate, and record client policy information and critical data in accordance with the principles of KYC.
• Obtain policy information, quotes, illustrations, and product details.
• New client on-boarding from initial contact until funds are invested.
• Process and submit new business to providers and ensure applications are completed efficiently.
• Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues.
• Organising financial planning annual reviews with clients on behalf of the Financial Adviser.
• Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements.
• Be proficient sending critical client data by DocuSign and other electronic methods.
• Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO.
• Assist and work collaboratively with other members of the Administration and Paraplanning team.

Experience & Qualifications

• Experience within an IFA related/Pensions or Investments - financial services industry.
• Experience using iO is desired, but not essential.
• Knowledge of investments, pensions, and family wealth planning.
• Excellent written and verbal communication skills are essential.
• Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements.