Financial Administrator
6 days ago
Job Summary:
We are seeking a highly organized and detail-oriented Financial Administrator to provide comprehensive support to our Financial Planners. As a key member of our team, you will be responsible for a variety of administrative duties, ensuring the smooth operation of our financial planning services.
Key Responsibilities:
- Carry out all administrative tasks to fully support Financial Planners, including data entry, document preparation, and record-keeping.
- Obtain valuations, information, and product details for analysis, and liaise with product providers and other third parties as needed.
- Process new business, withdrawals, fund switches, and follow through to completion, working closely with the Paraplanner.
- Deal effectively with queries from clients and other parties, providing excellent customer service and support.
Requirements:
- Understanding of the Financial Planning process and ability to achieve agreed outcomes independently.
- Prioritization and planning of own workload, with attention to detail and accuracy.
- Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
Benefits:
- 3% employer pension contributions.
- Free eye test and £100 towards glasses every 2 years.
- Full training package.
- Every 3 years earn an extra day holiday up to 5 days.
- Flexi-start two days a week and early finish on a Friday.
- Free onsite parking.
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