Financial Administrator

7 days ago

Birmingham, Birmingham, United Kingdom RGH-Global Limited Full time £25,000 - £35,000 per year


Job Description:

Financial Administrator

Overview

Our client is seeking an organised and detail-oriented Financial Administrator
to join a growing financial planning team. This role will support financial advisers and paraplanners by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.

Key Responsibilities

  • Provide full administrative support to advisers and paraplanners.
  • Prepare and process new business applications, client reviews, and policy administration.
  • Maintain and update client records and financial planning systems with accuracy.
  • Produce valuations, illustrations, and reports as required.
  • Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
  • Ensure compliance and regulatory requirements are met.
  • Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
  • Support the preparation of client meetings, including producing packs and documentation.

About You

  • Previous experience in a financial services administration role (IFA/wealth management background desirable).
  • Strong knowledge of financial products (pensions, investments, protection) is an advantage.
  • Excellent organisational skills with high attention to detail and accuracy.
  • Confident communicator, able to liaise professionally with clients and providers.
  • Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
  • Ability to prioritise tasks and work effectively under pressure.
  • A proactive team player with a positive, can-do attitude.


Required Skills:

Financial Planning
Planning


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