Finance Administrator

5 days ago

Wakefield, United Kingdom Central Staffing Solutions Limited Full time

**Finance Administrator**

I am currently recruiting on behalf of my established and ambitious client, based in **Wakefield**, for an experienced **Finance Administrator **to join on a full-time, permanent basis.

This role requires excellent organisational skills, attention to detail, and the ability to manage multiple responsibilities.

**About the role**:
**Admin Duties**:

- Scanning and saving documents accurately
- Maintaining and updating client spreadsheets
- Handling incoming phone calls and greeting clients
- Processing letters of authority
- Booking client meetings and preparing meeting packs

**Technical Admin Duties**:

- Inputting and updating CFRs
- Analysing data to progress cases to the case-writing stage
- Writing post-meeting review letters
- Managing client queries independently, including withdrawal requests and fund switches.
- Processing straightforward transactions like ISAs and UTFs
- Updating software after each meeting or transaction.
- Reading and comprehending advice guidance notes and preparing sign-up packs.
- Creating illustrations and assisting with trust documents as needed.

**Paraplanner Support Duties**:

- Managing your own workload independently and meeting deadlines.
- Assisting with writing complex replacement cases, such as pension and drawdown transfers.
- Supporting with complex and straightforward replacement business processing.
- Drafting retirement plan suitability letters and reviewing drawdown cases.
- Problem-solving and providing solutions to queries without partner interaction.
- Proactively avoiding issues and challenging partner advice when necessary to ensure compliance with guidelines.

**Hours & Pay**:

- Salary up to £30,000 - dependent on experience
- Monday to Friday

**About you**:

- Previous Office Administration/Paralegal experience is desired
- Strong attention to detail
- Exceptional Customer Service levels
- Experience using Microsoft Outlook, Word and Excel
- Strong numerical and data entry skills
- Excellent communication skills, both verbal and written
- Ability to multi-task

If this role is what you are looking for or you would like to find out more, hit **APPLY NOW** for a call back today

**Job Types**: Full-time, Permanent

Pay: Up to £30,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking

Schedule:

- Day shift
- Monday to Friday
- No weekends

Ability to commute/relocate:

- Wakefield, West Yorkshire: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

- What is your current notice period?

**Experience**:

- Data Entry: 4 years (preferred)
- Financial Administration: 4 years (preferred)
- Office Administration: 4 years (preferred)
- Paraplanning: 4 years (preferred)

Work Location: In person

Reference ID: FA - WKE

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