Financial Administrator

3 weeks ago


Exeter, United Kingdom Foresight Financial Planning Full time

**Job Purpose**

Providing full-time administrative support to ensure the company delivers the high level of service expected by its clients and ensure the firm meets its regulatory obligations.

**Reporting Relationships**

Primarily supporting a senior adviser and their team with client liaison

**Main Responsibilities**

1. Managing the diary for the adviser

2. Assisting the adviser and their team with all aspects of administration relating to
new business and on-going service commitments, to include but not limited to:
a. scanning and filing incoming communications

b. updating valuations and preparing client review packs

c. input and updating of information on the client management system

d. maintaining the team’s work in progress list

e. obtaining policy information from product providers as needed

3. Processing client service requests, such as withdrawals, portfolio rebalancing and
ISA subscriptions

4. Telephone answering and acting as first point of contact for clients of the senior
adviser

5. Preparing general written communication to clients, providers, and other
business connections

6. Supporting clients with general enquiries

**Skills**

Essential - strong numeracy and communication skills, and the ability to use Microsoft Office

Desirable - previous financial services experience and familiarity with Intelligent Office Software

**Job Types**: Full-time, Temporary contract
Contract length: 12 months

**Salary**: £21,000.00-£26,500.00 per year

**Benefits**:

- Company pension
- Private medical insurance

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Quarterly bonus

Ability to commute/relocate:

- Exeter: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: FFP032023


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