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Job summary
A growing financial planning firm located near Bromsgrove seeks an organised and detail-oriented Financial Administrator. The role involves providing administrative support to financial advisers, ensuring compliance, and maintaining client records. The ideal candidate will have prior administrative experience and, ideally, a background in financial services. Proficiency in Microsoft Office and excellent communication skills are crucial for success.
Qualifications
- Previous experience in an Administrative role is essential.
- Experience in financial services is desirable.
- Knowledge of financial products is an advantage.
Responsibilities
- Provide full administrative support to advisers and paraplanners.
- Prepare and process new business applications and client reviews.
- Maintain and update client records and financial planning systems.
- Produce valuations, illustrations, and reports as required.
- Liaise with providers, clients, and stakeholders.
- Ensure compliance and regulatory requirements are met.
- Handle correspondence via phone, email, and post.
- Support preparation of client meetings with necessary documentation.
Skills
Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.
- Provide full administrative support to advisers and paraplanners.
- Prepare and process new business applications, client reviews, and policy administration.
- Maintain and update client records and financial planning systems with accuracy.
- Produce valuations, illustrations, and reports as required.
- Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
- Ensure compliance and regulatory requirements are met.
- Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
- Support the preparation of client meetings, including producing packs and documentation.
- Previous experience in an Administrative role (essential)
- Previous experience in financial services (IFA/wealth management background) (desirable)
- Knowledge of financial products (pensions, investments, mortgages) is an advantage.
- Excellent organisational skills with high attention to detail and accuracy.
- Confident communicator, able to liaise professionally with clients and providers.
- Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
- Ability to prioritise tasks and work effectively under pressure.
- A proactive team player with a positive, can-do attitude.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.