FINANCIAL ADMINISTRATOR / PA - MACCLESFIELD

The JobsBoard; Macclesfield; On-site; GBP 23,000 - 30,000; Full time

Job summary

The JobsBoard is seeking a Financial Administrator/PA in Macclesfield to support financial planners, maintain client files, grow relationships, and assist in onboarding new clients. You will manage documentation, track progress, and coordinate with advisers and providers to keep cases on track.

Ideal candidates will have strong MS Office skills, excellent communication, and the ability to multitask with discretion and professionalism in a client-facing role.

Qualifications

• Experience in client servicing sector (desirable).
• Experience of data collation and entry (desirable).
• Experience in cashflow management (desirable).

Responsibilities

• Provide high-level technical and administrative support to the adviser.
• Deal effectively with queries from clients and other parties through effective communication.
• Prepare files including compliance required documentation; research; illustrations and supporting documentation.
• Ensure that files are complete with all required client identification documentation and necessary application forms.
• Pipeline management; process applications accurately and record required management information.
• Request information from 3rd parties and follow up on outstanding requirements.
• Collate information for paraplanners.
• Progress applications with product providers, advisers, clients and other third parties to ensure timely completion.
• Record completion dates on tracker and all relevant documentation on file.
• Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.
• Coordinate internal projects and determine best use of resources to increase customer satisfaction.
• Monitor and measure client satisfaction.

Skills

Client servicing

Data collation

Cashflow management

Excellent communication

Time management

Team collaboration

Discretion

Tools

Microsoft Office

Outlook

Word

Excel

Power Query

OneNote

Teams

Job description

FINANCIAL ADMINISTRATOR / PA - MACCLESFIELD

Our client is looking for an Administrator to join their expanding team based in Macclesfield. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.

Key duties and responsibilities

• Provide high level technical and administrative support to the adviser.
• Deal effectively with queries from clients and other parties through effective communication;
• Prepare files including compliance required documentation; research; illustrations and supporting documentation;
• Ensure that files are complete with all required client identification documentation and necessary application forms;
• Pipeline managementProcess applications accurately and record the required management information;
• Request information from 3rd parties and follow up on outstanding requirements.
• Collate information for paraplanners.
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
• Record completion dates on tracker and all the relevant documentation on file.
• Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board;
• Coordinate internal projects and determine the best use of resources to increase customer satisfaction;
• Monitor and measure client satisfaction.

Knowledge and experience

• Experience in client servicing sector (desirable).
• Experience of data collation and entry (desirable).
• Experience in cashflow management (desirable).

Skills and behaviours

• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Excellent written communication skills;
• Broad experience of Microsoft Office (Outlook, Word, Excel, Power Query, OneNote, Teams );
• Good organisation skills;
• Strong attention to detail;
• Manages time effectively with the ability to multi-task;
• Keeps calm when faced with conflicting demands and handles these effectively;
• Demonstrates a positive attitude at all times;
• Works well on own tasks as well as on shared goals as part of a team;
• Open to change with a creative approach to problem solving.
• Professional and confident in dealing with people, working with total discretion at all times;
• Confident decision maker.