Financial Administrator
6 months ago
The role of the Financial Administrator is to support and ensure the smooth running of the business by providing first class client care for clients and performing general administration duties.
Reports to: Senior Financial Administrator / Company Directors
We do expect the applicant to have relevant experience working as an administrator within the financial services industry (min. 3 years) - including Intelligent Office software skills.
**Client Services element**:
Supporting the dealing with new enquiries and prospects
Supporting the dealing with existing client enquiries
Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care
Supporting the on-boarding of new clients into the business
Managing and arranging client appointments and reviews as agreed by the Financial Planners
Deal with queries from all clients to a high standard, ensuring client satisfaction is maintained
Supporting the delivery of and achievement of the client service standards
Individual workflow and task delivery
**Business Support element**:
Providing assistance and support to the Senior Financial Administrators and Operations Manager in the delivery of all aspects of general office administration
Managing all incoming and outgoing business post
Diary management for the business as required
Managing incoming telephone communications
Managing and recording client data onto appropriate business systems and files
Delivering agreed project activities as designated by the Senior Financial Administrators / Operations
Manager / Directors and/or support in the development of continual improvement initiatives
Continuous professional development to meet personal development needs
The role holder may from time to time be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
**Skills**:
Communication skills that allow you to inform, help and advise customers clearly and to liaise effectively with other professionals;
Listening skills, to understand exactly what customers require;
Problem-solving skills;
Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations;
Creative thinking, to be able to come up with new ideas to improve customer service standards;
An ability to work well under pressure;
Organisational and planning skills to develop customer services policies;
Good personal presentation, especially when working with customers face to face;
A commitment to improve your own customer service skills on an ongoing basis.
The role holder will keep up to date with legislative and industry changes which affect the business and its clients.
**Benefits**
Protection: Critical Illness Cover + Life Insurance; Income Protection & Sick Pay
Group pension scheme
Bonus scheme
Paid-for professional development and qualifications
Flexible working hours
2x Experience Days off
Birthdays off
Discounted gym membership
Free monthly car valet
**Job Types**: Full-time, Permanent
**Salary**: From £24,000.00 per year
**Benefits**:
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Free parking
- Gym membership
- Health & wellbeing programme
- Life insurance
- On-site parking
- Sick pay
- Work from home
Schedule:
- Flexitime
- Holidays
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
- Yearly bonus
**Experience**:
- financial administration: 3 years (required)
Ability to Commute:
- Poulton le Fylde (required)
Work Location: In person
Reference ID: Client Services & Business Support Assistant
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