Financial Administrator

The role of the Financial Administrator is to support and ensure the smooth running of the business by providing first class client care for clients and performing general administration duties.

Reports to: Senior Financial Administrator / Company Directors

We do expect the applicant to have relevant experience working as an administrator within the financial services industry (min. 3 years) - including Intelligent Office software skills.

**Client Services element**:
Supporting the dealing with new enquiries and prospects

Supporting the dealing with existing client enquiries

Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care

Supporting the on-boarding of new clients into the business

Managing and arranging client appointments and reviews as agreed by the Financial Planners

Deal with queries from all clients to a high standard, ensuring client satisfaction is maintained

Supporting the delivery of and achievement of the client service standards

Individual workflow and task delivery

**Business Support element**:
Providing assistance and support to the Senior Financial Administrators and Operations Manager in the delivery of all aspects of general office administration

Managing all incoming and outgoing business post

Diary management for the business as required

Managing incoming telephone communications

Managing and recording client data onto appropriate business systems and files

Delivering agreed project activities as designated by the Senior Financial Administrators / Operations

Manager / Directors and/or support in the development of continual improvement initiatives

Continuous professional development to meet personal development needs

The role holder may from time to time be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.

**Skills**:
Communication skills that allow you to inform, help and advise customers clearly and to liaise effectively with other professionals;
Listening skills, to understand exactly what customers require;
Problem-solving skills;
Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations;
Creative thinking, to be able to come up with new ideas to improve customer service standards;
An ability to work well under pressure;
Organisational and planning skills to develop customer services policies;
Good personal presentation, especially when working with customers face to face;
A commitment to improve your own customer service skills on an ongoing basis.

The role holder will keep up to date with legislative and industry changes which affect the business and its clients.

**Benefits**

Protection: Critical Illness Cover + Life Insurance; Income Protection & Sick Pay
Group pension scheme
Bonus scheme
Paid-for professional development and qualifications
Flexible working hours
2x Experience Days off
Birthdays off
Discounted gym membership
Free monthly car valet

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

**Salary**: From £24,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Free parking
- Gym membership
- Health & wellbeing programme
- Life insurance
- On-site parking
- Sick pay
- Work from home

Schedule:

- Flexitime
- Holidays
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Yearly bonus

**Experience**:

- financial administration: 3 years (required)

Ability to Commute:

- Poulton le Fylde (required)

Work Location: In person

Reference ID: Client Services & Business Support Assistant