Financial Operations Specialist
2 weeks ago
We are seeking a highly organized and detail-oriented Financial Administrator to support our client's advisory team. The ideal candidate will have a strong understanding of financial planning, excellent communication skills, and the ability to work effectively in a fast-paced environment.
Key Responsibilities:- Client Support: Assist financial advisors in preparing for client meetings, including the production of reports, financial plans, and recommendations.
- Research: Conduct thorough research on financial products, investment options, and market trends to support advisors in making informed recommendations.
- Compliance: Ensure all client interactions and documentation comply with FCA regulations and company policies.
- Communication: Liaise with clients to gather necessary information, answer queries, and provide updates on their financial plans.
- Reporting: Prepare detailed financial reports, projections, and summaries for advisor review and client presentation.
- Data Management: Maintain accurate and up-to-date records in our CRM system and ensure data integrity.
- Education: Diploma in Financial Planning or equivalent qualification preferred, but relevant experience working as a financial administrator/paraplanner is more important.
- Experience: Minimum of 2 years' experience working in a financial administrator or related role.
- IT Skills:
- Fully competent in desktop applications (proficient in Microsoft Word, Excel, and Outlook).
- Experience with FE Analytics preferred but not essential as training is offered.
- Intelliflo is our back-office system - previous experience not essential; training offered.
- Understanding of financial products, investment strategies, and market trends.
- Familiarity with regulatory requirements and compliance standards within the UK financial services industry.
- Competitive Salary (dependent on experience and qualifications).
- Professional development opportunities and support for further qualifications.
- Flexible working arrangements.
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