Financial Services Administrator
1 week ago
About the Role
As a key member of the International Services Team at Forth Capital, you will be supporting our Financial Advisors with their business processing, client meetings and reports.
About Us
Forth Capital is a leading International Financial Planning firm, committed to delivering exceptional financial solutions to our clients worldwide. Our mission is to provide personal, high-quality financial advice that empowers our clients to achieve their financial goals.
Key Responsibilities
The successful candidate will be responsible for:
- Processing new business applications
- Assisting advisors with client review packs and valuations
- Maintaining cash balances within portfolios
- Processing income requests
- Recording business on our back-office CRM, Xplan
- Ensuring Xplan is up to date with documents, tasks and client details
- Supporting ad-hoc project work
Required Skills and Qualifications
We are looking for a candidate with:
- 3+ years in a Sales Support/Administration role within a financial advice firm
- Excellent analytical skills with meticulous attention to detail
- Methodical and diligent approach with outstanding planning and reporting abilities
- Working knowledge of financial CRM systems (preferably Xplan)
- Excellent verbal and written communication skills
- Proficient in Microsoft Office: Excel, Word and PowerPoint
- Positive attitude, highly motivated
- Ability to prioritise and manage own workload
- Ability to adhere to timescales
What We Offer
Opportunities for professional growth and development
The chance to make a significant impact in a leading International Financial Planning firm
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