Financial Administrator
About Us
We are a specialist financial planning firm committed to guiding clients through a comprehensive, goal-focused approach. Our aim is to provide clarity, confidence, and the freedom to focus on what matters most in life.
Financial Administrator Requirements:
*At least two years of administration experience in a financial planning company.
*Strong problem-solving skills, particularly in handling time-sensitive transactions and supporting client queries.
*A pioneering mindset, always looking for ways to improve processes and enhance the client experience.
*A growth mindset with experience across a wide range of financial planning areas and a commitment to professional development.
*Exceptional attention to detail, strong organisational skills, and a positive approach.
Technical Skills
*Strong capability with technology and systems, including CRM, project management tools, and investment platforms.
*A solid understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals.
*Financial administration qualifications are an advantage, reflecting your dedication to growth and development.
Financial Administrator Responsibilities
*Processing authority letters and gathering financial data for new clients and annual reviews.
*Preparing application forms and client documentation.
*Processing financial transactions on platforms.
*Preparing client reviews, updating goals information, and setting up meetings.
*Handling post, emails, and client correspondence.
*Providing administrative support to financial planners and paraplanners.
*Assisting clients with administrative queries.
Financial Administrator Benefits:
*Pension Contributions: We match contributions up to 6% of your salary, with salary sacrifice options available.
*Life Insurance: Death in service benefit of 3x your salary, providing peace of mind for you and your loved ones.
*Generous Holidays: 26 days of holiday plus bank holidays, increasing with tenure.
*Work-Life Balance: Hybrid working with our office open Tuesday-Thursday and remote working on other days.
*Comprehensive Wellbeing Support: Access to Pirkx, including telephone & online GP appointments, counselling support, shopping discounts, and more.
*Training & Development - All qualifications and development costs covered, with mentoring and career growth opportunities.
To be considered:
Please either apply by clicking online or emailing me directly . For further information please call me on / . By applying for this role, you give express consent for us to process and submit (subject to required skills) your application to our client in conjunction with this vacancy only.