Financial Administrator — Client & Investment Support

Confidential; England; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Pension

Free parking

Death in service

Day off for birthday

EAP

25 holidays + bank holidays purchase

Job summary

Confidential is expanding and seeks a Financial Administrator to support the Financial Advisor. You will be the main contact for client queries on pensions, protection and investments, and will liaise with product providers while covering all areas of administration to ensure a professional, efficient and friendly service to clients and internal staff.

Responsibilities include handling calls, processing new business, preparing client review packs, arranging meetings and maintaining accurate

Qualifications

• Demonstrated experience in a Financial Planning firm is essential.
• CII Level 3 Qualification in Financial Administration preferred; training can be provided.
• Knowledge of IO platforms and financial platforms is advantageous.
• 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 abilities.
• Flexible and adaptable approach.
• Confident in IT and common office software.
• Team player with a positive attitude.

Responsibilities

• Dealing with phone calls, enquiries and requests.
• Liaising with clients in written and verbal capacity.
• Processing of new business.
• Assisting Paraplanners and Advisers with client review packs.
• Arranging client meetings and managing Advisers diaries.
• Completing Portfolio Illustration requests.
• General administration support.
• Ensuring all financial planning administration adheres to procedures.
• Maintaining client records on bespoke software with accuracy and compliance.

Education

CII Level 3 Qualification in Financial Administration

Tools

IO platforms

Job description

Confidential is expanding and seeks a Financial Administrator to support the Financial Advisor. You will be the main contact for client queries on pensions, protection and investments, and will liaise with product providers while covering all areas of administration to ensure a professional, efficient and friendly service to clients and internal staff.

Responsibilities include handling calls, processing new business, preparing client review packs, arranging meetings and maintaining accurate