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Financial Administrator
2 months ago
We are seeking a highly organized and efficient Financial Administrator to join our team at GCB Recruitment. As a Financial Administrator, you will play a crucial role in supporting our clients in the financial planning industry.
Key Responsibilities:- Process authority letters and gather financial data for new clients and annual reviews.
- Prepare application forms and client documentation.
- Process financial transactions on platforms.
- Prepare client reviews, including gathering financial data, updating goals information, and setting up meetings.
- Deal with post, emails, and any correspondence relating to clients or their financial situation.
- Provide administrative support to financial planners and paraplanners as required.
- Support clients with administrative queries and communication as required.
- Administration experience in a financial planning company for at least two years.
- Experience in processing authority letters and gathering data about a client's investments, pensions, and life assurance policies.
- Understanding of financial transactions, including those related to investments, insurance policies, sales, fund switches, and withdrawals.
- Experience in gathering information for review, including valuations, charges, and performance, and any other specific information required.
- Financial administration qualifications would be advantageous.
- Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
- Good communication skills, a team player, and able to prioritize your workload.
- £25,000 - £30,000 Basic (depending on experience)
- 26 days holiday + bank holidays
- Life insurance
- Online GP service
- Onsite parking - paid for by the company
We are looking for a motivated and detail-oriented individual who is passionate about delivering excellent customer service. If you are a team player with a strong work ethic and a desire to learn and grow, we would love to hear from you.
