Financial Administrator

2 days ago


Newcastle under Lyme, United Kingdom CV-Library Full time

Mon-Fri 8.30am-5.00pm/8.00am-4.30pm
Competitive salary

Are you a Financial Administrator with a passion for client service and a desire to contribute to a growing firm?

You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.

An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.

Role of the Financial Administrator:

* Responsible for providing administrative support for a range of financial products including Personal Pensions, ISAs, Investment Bonds and SIPPS

* Liaising with providers to obtain quotes, cost comparison and preparing paperwork ready for client meetings

* Responsible for utilising various platforms to research, collate data, scenario planning etc

* Answering the phone, taking messages, dealing with client queries and booking appointments

* Gathering fund fact sheets, performing income schedules and preparing bespoke valuations

* Stay up to date with industry regulations and compliance requirements.

* Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch

Candidate Experience:

* Proven background working within a Financial Administration/Technical Administration role within Financial Services, Wealth Management or Financial Management is essential

* Excellent communication skills

* Strong numeric & analytical skills

* Strong team player

* Work well under pressure to meet deadlines

* Strong work ethic

* Tech Savvy

Benefits:

* Company pension

* 28 days holiday inc bank holidays

* Birthday off

* Free parking

* Company events

* Healthcare after probation

* Training and qualification opportunities



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