Financial Administrator - Bolney

TN United Kingdom; Blandford Forum; On-site; GBP 25,000 - 35,000; Part time

Job summary

An established practice in the finance sector is looking for a dedicated Financial Planning Administrator to join their team. This part-time role offers the chance to work closely with clients and financial advisers, ensuring accurate documentation and communication. You'll play a pivotal role in assessing client objectives and recommending suitable financial solutions while adhering to industry regulations. This is a fantastic opportunity to grow within a supportive team environment, enhancing your skills in a dynamic field. If you're passionate about finance and client service, this position is perfect for you.

Qualifications

• Strong communication skills to maintain client relationships.
• Knowledge of financial regulations and reporting standards.

Responsibilities

• Maintain communication between clients and colleagues.
• Document communications and collaborate with financial advisers.
• Create suitability letters in compliance with regulations.

Skills

Client Communication

Financial Reporting

Regulatory Knowledge

Document Management

Education

Bachelor's Degree in Finance or Related Field

Job description

Job Description:

Our client is seeking a Financial Planning Administrator to support their busy practice in Bolney. This is a part-time position, 3 days a week. The successful candidate will ensure that all tasks are completed accurately and maintain communication with relevant parties.

Responsibilities include:

• Maintaining close contact between clients and colleagues
• Retrieving and updating information about individual clients
• Documenting all communications with colleagues, clients, and third parties
• Collaborating with financial advisers to gather information for financial reports
• Assessing client objectives to recommend suitable solutions
• Creating and presenting suitability letters in accordance with company policies and regulations
• Supporting additional client needs, including information on business processes, tax, and other relevant fields
• Adhering to rules and regulations set by the Financial Conduct Authority
• Staying informed about developments in the finance sector to better serve clients

This role offers an excellent opportunity to join a growing, established practice and work alongside a team of professionals.