Financial Administrator - Leicester

TN United Kingdom; Leicester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A dynamic wealth management firm near Leicester is seeking an experienced Financial Administrator. You will be responsible for maintaining client information, preparing meeting materials, and liaising with clients and advisors. The role requires strong organizational skills and attention to detail in a fast-paced environment. If you thrive in a high-performance culture and have experience in financial services, this position offers a great opportunity to contribute to a growing team.

Qualifications

• Previous experience in administration within Financial Services.
• Experience with St James's Place is highly advantageous.

Responsibilities

• Inputting and maintaining accurate client information on Salesforce.
• Preparing client meeting packs and sign-up forms.
• Liaising with clients and third parties via email and phone.

Skills

Attention to Detail

Organizational Skills

Client Communication

Education

Experience in Financial Services

Tools

Microsoft Office Suite

Salesforce

Job description

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Financial Administrator - Leicester, Leicester

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Client:

Location:

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

0c9701b063a0

Job Views:

3

Posted:

12.05.2025

Expiry Date:

26.06.2025

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Job Description:

Financial Administrator - Leicester

We are looking for an experienced Financial Administrator for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firm that offers holistic Financial Advice to clients around the world.

Responsibilities:

• Inputting and maintaining accurate client information on Salesforce
• Preparing client meeting packs and sign-up forms
• Helping to prepare and compile annual review packs for advisors
• Working as a team to ensure the post, phone inquiries, and emails coming into the Practice are handled professionally
• Liaising with clients, third parties, and advisers via email and phone to chase information or schedule meetings
• Reviewing pension or investment information received from clients and providers to ensure all necessary data for compliance is included
• Completing basic suitability letter reports
• Preparing basic cash flow forecasting reports for client meetings
• Collaborating with the paraplanning team for technical queries
• Assisting advisers in preparing for client meetings by ensuring all necessary documentation is available and properly recorded

Experience & Qualifications:

• Previous experience in administration, preferably within a Financial Services firm
• Experience with St James's Place is highly advantageous
• Excellent attention to detail and proofreading skills
• Intermediate proficiency in Microsoft Office Suite (Outlook, Word, Excel)
• Confident in communicating with clients and third-party providers
• Strong organizational and time management skills, capable of managing workload independently
• Driven with a focus on client service and high-performance culture
• Ability to thrive in a fast-paced environment

If interested, please send your CV to [emailprotected]

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