Do you enjoy supporting advisors, working closely with clients, and ensuring everything runs smoothly behind the scenes?
Are you confident building relationships, handling administration with precision, and delivering a high-quality client experience?
If you’re looking for a role where you can develop your skills, be part of a supportive team, and play a key role in financial planning processes, this Financial Administrator opportunity could be the perfect fit!
As a Financial Administrator, your responsibilities will include…
* Working closely with customers as well as Financial Advisors & the extended team
* Supporting the Advisors, booking & preparing for meetings, organising paperwork etc
* Completing & chasing letters of authority, resolving remuneration queries & admin support
* Proactively calling clients & answering incoming calls whilst working with industry providers
* Completing fact finds, attitude to risk forms & money laundering checks
* Becoming involved in & support with post-meeting admin & delivering a high-quality service
We’re looking for a Financial Administrator, with the following skills and experience…
* Ideally at least 6 months experience in financial services with knowledge of ISAs & Pensions
* Experience with completing pre-meeting admin & have the ability to build rapport
* Confident, warm, kind, positive, motivated & proactive with a strong work ethic
* Good standard of numeracy and a flair for communication, both written & verbal
* Super strong organisational skills and high attention to detail
* Strong knowledge of financial planning tools, products & Microsoft Office
* Use of Wealthcraft/Curo is desirable
In return, the successful Financial Administrator will receive a salary of £25,000 to £30,000, plus the following benefits…
* 20 days holiday plus bank holidays
* Team events
* Pension scheme
* Private medical insurance
* Training courses
* Christmas closure
To apply for this Financial Administrator position, send over your CV today
Salary description
£25000.00 - £30000.00 per year