Financial Administrator - Chelmsford

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

Job summary

Join a growing financial practice as a Financial Administrator, assisting paraplanners and financial advisers. You will ensure effective communication with clients, maintain records, and support report creation in line with current regulations. Opportunities for training and career progression to paraplanner await in this office-based role.

Qualifications

• Strong communication skills for liaising with clients and colleagues.
• Attention to detail in keeping records and communications.
• Understanding of financial regulations as per the Financial Conduct Authority.

Responsibilities

• Maintain contact between clients and colleagues.
• Retrieve client information and maintain detailed records.
• Support financial advisers with report preparation and regulatory compliance.

Skills

Communication

Attention to Detail

Client Management

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 a 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.

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