Financial Administrator Specialist
7 days ago
We are seeking a skilled Financial Administrator Specialist to join our client's firm in Wokingham. This is a full-time office-based role.
This position involves working closely with Financial Advisers and colleagues to prepare recommendations, suitability reports, and client records. You will be responsible for data gathering, application form preparation, and submission, as well as recording client communications on their file in accordance with company policy.
- You will collect and collate information about clients, ensuring all required compliance documentation is accurate and complete.
- Working with the Financial Adviser, you will discuss clients' objectives, gather necessary information, and compile financial reports.
- Assist in identifying areas for planning and sourcing solutions that meet clients' needs and objectives.
- Obtain quotes, illustrations, and product details, providing comparisons for analysis.
- Prepare suitability letters and reports for approval by the Financial Adviser, along with accompanying documentation.
- You may also assist with administrative tasks such as new business processing, income matching, and organizing meetings.
Key Skills:
- Understanding of the Financial Planning process.
- Able to achieve agreed outcomes independently.
- Good report writing skills.
Estimated Salary: £28,000 - £35,000 per annum, depending on experience.
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