PA / Financial Administrator - London

Artemis Recruitment Consultants; London; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading company in London is seeking a Financial Administrator to support financial planners. The role includes maintaining client relationships, managing documentation, and optimizing resources for increased customer satisfaction. Ideal candidates should possess strong communication skills, attention to detail, and proficiency in Microsoft Office.

Qualifications

• Experience in client servicing is desirable.
• Experience in data collation and entry is desirable.
• Experience in cashflow management is desirable.

Responsibilities

• Provide high-level technical and administrative support to advisers.
• Handle client queries effectively through communication.
• Prepare compliance documentation and manage pipelines.

Skills

Communication Skills

Attention to Detail

Time Management

Problem Solving

Tools

Microsoft Office Suite

Job description

Our client is seeking a Financial Administrator to join their expanding team in London. The role involves providing administrative support to financial planners to maintain existing client relationships, grow business, and attract new clients.

Key duties and responsibilities:

• Provide high-level technical and administrative support to advisers.
• Handle client queries effectively through communication.
• Prepare files with compliance documentation, research, illustrations, and supporting documents.
• Ensure files contain all required client identification and application forms.
• Manage pipeline applications and record management information accurately.
• Follow up with third parties for information and requirements.
• Assist paraplanners by collating necessary information.
• Progress applications with product providers, advisers, and clients to ensure timely completion.
• Record completion dates and maintain documentation.
• Maintain and grow existing client relationships.
• Coordinate internal projects and optimize resource use to enhance customer satisfaction.
• Monitor and evaluate client satisfaction levels.

Person Specification:

Knowledge and experience:

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

Skills and behaviours:

• Excellent face-to-face and telephone communication skills and rapport building.
• Strong written communication skills.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Power Query, OneNote, Teams).
• Strong attention to detail.
• Effective time management and multi-tasking abilities.
• Calmness under pressure and effective handling of conflicting demands.
• Positive attitude and teamwork skills.
• Openness to change and creative problem-solving.
• Professionalism, discretion, and confidence in dealing with people.

Interested candidates should send their CV to [emailprotected].