Financial Administrator
3 days ago
**Financial Administrator**
**Location: Clayton-Le-Woods, Chorley**
**Salary: £22,000 to £25,000 pa**
An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing Partner Practice.
You will be part of a fast-paced team, helping to collate information for the business. You will be employed by the Practice with full training and support provided.
Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. James’s Place Plc.
St. James’s Place is a leading and highly regarded FSE100 UK Wealth Management company which distribute a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
**The Role - Financial Administrator**
This role will require the individual to undertake case preparation activities in support of the financial advisers’ work, including the collation and analysis of information through contacting third parties by telephone, producing illustrations and valuations, preparation of client files for meetings and production of client reports.
You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients.
**Specifically your role will involve**:
- Contacting third party providers by telephone to obtain information
- Meeting and greeting clients
- Answering and directing phone calls
- Preparing client files for advisers’ meetings
- Managing the database of clients and workflow spreadsheets
- Preparing correspondence for clients and providers
- Producing reports for clients
Full training on the relevant internal systems will be given.
**About you**:
To be considered as our Financial Administrator, you will need
- GCSEs in Maths and English Grade C or above
- Ability to build rapport and manage client relationships
- Attention to detail
- Good Analytical skills
- Excellent Customer Service
- Excellent time management, prioritisation, and planning skills
- Enthusiasm for becoming an authority on the financial planning options for clients
- Strong working knowledge of Excel, Word and other Microsoft Office programs
It is essential that you are confident in dealing with third parties and can work with total discretion.
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