Financial Administrator

1 week ago


St Helens, St. Helens, United Kingdom Bond Rec Full time

Bond Recruitment is seeking a skilled Financial Administrator to provide comprehensive support to financial advisers in a well-established Chartered Financial Planning firm in Merseyside.

This office-based position involves providing administrative support, including:

  • Diary and email management
  • Arranging appointments
  • Client and third-party communications
  • Preparing letters and reports
  • Activity tracking
  • Managing post and documents
  • Processing new business and ongoing client work
  • Point of contact for clients and responding to queries

Key responsibilities include:

  • Working accurately and proficiently with attention to detail
  • Executing instructions accurately
  • Proficiency in MS Office 365 and industry-related tools
  • Excellent communication skills
  • Proficiency in the Intelligent Office Back Office System
  • Relevant experience in an admin role within an Independent Financial Advisory Firm
  • Proficiency in dealing with investments and pensions administration
  • Ability to manage workload and adapt to business needs
  • Self-motivation and a can-do attitude
  • Good organisation and time management skills

Requirements:

  • Pension and investment administration experience
  • Financial planning and advice administration experience


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