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Financial Administrator

2 months ago

Pontypool, Torfaen County Borough, United Kingdom Robinson Financial Careers Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Robinson Financial Careers. As a key member of our Wealth Management team, you will play a vital role in supporting our Financial Advisers in delivering exceptional client service.

Key Responsibilities
  • Assist Financial Advisers in preparing recommendations and maintaining client records
  • Research and stay up-to-date with legislative and industry changes affecting our business and clients
  • Provide administrative support, including client service and technical assistance
  • Manage and maintain accurate records of pipeline and submitted business
  • Collaborate with various providers to gather and correlate plan/policy information
  • Develop a broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Requirements
  • Previous experience in a similar role within a financial services business
  • Strong communication and interpersonal skills
  • High attention to detail and organizational skills
  • Ability to work in a busy and fast-paced environment
  • Good IT skills, including Office 365
  • Excellent time management and prioritization skills
What We Offer
  • Competitive salary dependent on skills and experience
  • 25 days annual leave
  • Birthday off as additional leave
  • Auto enrolment pension
  • Death in Service
  • Training and support towards industry-recognized certifications
  • Cycle to work scheme