Financial Administrator - Chelmsford

Artemis Recruitment Consultants; Chelmsford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A reputable financial practice is seeking a Financial Administrator to support paraplanners and ensure compliance with regulations and effective communication. This office-based role offers a pathway for training and future advancement to qualified paraplanner.

Qualifications

• Experience in financial administration or related field.
• Familiarity with Financial Conduct Authority regulations.
• Strong organizational skills and ability to manage multiple communications.

Responsibilities

• Maintain contact with clients and colleagues.
• Manage records of communications with clients.
• Assist financial advisers with report creation.

Skills

Communication

Attention to Detail

Financial Knowledge

Job description

Our client is looking for a Financial Administrator to assist paraplanners in their busy practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. You will be:

• Keeping close contact between clients and colleagues
• Retrieving new and historic information about individual clients
• Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
• Working alongside financial advisers to obtain information as part of the process of creating financial reports
• Assessing objectives for individual clients to target the necessary solution
• Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
• Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client
• Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
• Keeping up to date with any developments in the world of finance to benefit the needs of clients

This is a great opportunity to join a growing established practice and work alongside a team of professionals. This role will be an office-based position, with the opportunity to train and progress to become a qualified paraplanner in the future.