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Financial Administrator to Support a High-Billing Adviser
2 months ago
About the Role
We are seeking an experienced Financial Administrator to join our team at Financial Divisions, a leading National Chartered Wealth Management firm. As a key member of our support team, you will be working closely with one of our highest billing Advisers to provide administrative support and ensure the smooth operation of their team.
Key Responsibilities
- Provide administrative support to the Adviser and their team, including client on-boarding, data entry, and document management.
- Assist Paraplanners with complex administrative tasks, such as preparing client reports and presentations.
- Take ownership of the annual client review process, ensuring timely and accurate completion of reviews.
- Develop and maintain strong relationships with clients, providing exceptional customer service and support.
Requirements
- 2+ years of experience in a Financial Administration role, with a strong understanding of financial services and regulations.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Proficient in Microsoft Office and other financial software applications.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple deadlines.
What We Offer
- A competitive salary and benefits package, including a bonus scheme.
- Opportunities for career development and progression within the company.
- A supportive and close-knit team environment, with regular team-building activities and social events.
- The chance to work with a leading National Chartered Wealth Management firm, with a strong reputation for excellence and customer service.
How to Apply
If you are a motivated and experienced Financial Administrator looking for a new challenge, please submit your application, including your CV and a cover letter outlining your experience and qualifications.
