Financial Administrator
1 week ago
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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Financial Administrator
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St Helens, St. Helens, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a key member of our Wealth Advisory Team, you will provide administrative support to our Financial Planners and Paraplanners, ensuring the smooth delivery of our services to...
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