Mon-Fri 8.30am-5.00pm/8.00am-4.30pm
Competitive salary
Are you a Financial Administrator with a passion for client service and a desire to contribute to a growing firm?
You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.
An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.
Role of the Financial Administrator:
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Responsible for providing administrative support for a range of financial products including Personal Pensions, ISAs, Investment Bonds and SIPPS
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Liaising with providers to obtain quotes, cost comparison and preparing paperwork ready for client meetings
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Responsible for utilising various platforms to research, collate data, scenario planning etc
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Answering the phone, taking messages, dealing with client queries and booking appointments
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Gathering fund fact sheets, performing income schedules and preparing bespoke valuations
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Stay up to date with industry regulations and compliance requirements.
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Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch
Candidate Experience:
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Proven background working within a Financial Administration/Technical Administration role within Financial Services, Wealth Management or Financial Management is essential
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Excellent communication skills
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Strong numeric & analytical skills
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Strong team player
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Work well under pressure to meet deadlines
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Strong work ethic
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Tech Savvy
Benefits:
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Company pension
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28 days holiday inc bank holidays
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Birthday off
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Free parking
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Company events
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Healthcare after probation
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Training and qualification opportunities