Financial Administrator - Northampton

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

Job summary

An established industry player is seeking a skilled Financial Administrator to join their expanding team in Northampton. This role involves managing client information, preparing meeting materials, and ensuring compliance with financial regulations. The ideal candidate will thrive in a dynamic environment, demonstrating strong organizational skills and a commitment to client service. If you have a background in financial services and are looking for a rewarding opportunity, this position offers a chance to contribute to a forward-thinking wealth management firm dedicated to providing exceptional financial advice to clients worldwide.

Qualifications

• Previous administrative experience, preferably in Financial Services.
• Strong attention to detail and proofreading skills.

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

Administrative Experience

Attention to Detail

Client Communication

Organizational Skills

Time Management

Education

Experience in Financial Services

Tools

Salesforce

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Social network you want to login/join with:

Financial Administrator - Northampton, Northampton

col-narrow-left

Client:

Location:

Northampton, United Kingdom

Job Category:

Finance

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

e1cf678b88d7

Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

col-wide

Job Description:

Financial Administrator - Northampton

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 assemble annual review packs for advisors
• Working as a team to ensure the post, phone enquiries, and emails are dealt with professionally
• Liaising with clients, third parties, and advisers via email and phone to chase information or book meetings
• Reviewing pension or investment information received from clients & providers and checking for compliance requirements
• 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, ensuring all necessary documentation is available and recorded

Experience & Qualifications:

• Previous administrative experience, preferably in Financial Services
• Experience with St James's Place is highly advantageous
• Strong attention to detail and proofreading skills
• Intermediate proficiency in Microsoft Outlook, Word, Excel
• Confident in communicating with clients and third-party providers
• Excellent organizational and time management skills, able to work 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]

Apply for this job