Trainee Financial Administrator

**Job Description - Trainee Financial**
**Administrator**

**Main purpose of job**
To support the Paraplanning and Adviser departments in delivering client outcomes.

**Main duties**

Working in collaboration with Financial Advisers and other colleagues, you will assist the
Financial Advisers with onboarding clients, including, data input, calls to providers, preparing and maintaining client records.

The role will involve promoting the company’s services in a professional and FCA compliant manner.

**Core Duties and Responsibilities**:

- Deal effectively with queries from clients and other parties through effective communication.
- Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.
- Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct.
- Working with the Financial Adviser you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report.
- Liaise with product providers and other third parties to acquire additional information that may be required to assess the client’s needs and to formulate recommendations.
- Obtain information, quotes, illustrations, and product details.
- Pre-completion of documentation ready for clients to check and sign. New business processing, collating and providing required client information.
- You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.

**Team Support/Communication**:
It is important that the Financial Advisors and Administrators work well together as a strong team, aiding clients irrespective of whether or not the Financial Adviser is available.
You may be expected to cover for colleagues who are absent.

**Education, Qualifications & Training**

**Essential**
- Financial Services Experience

**Key Skills**
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Detailed and accurate
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Good writing skills
- Ability to work independently and in a team

**Knowledge & Experience**
- Experience of maintaining good working relationships in the delivery of financial advice services or similar environment.
- Ability to assess information, identify discrepancies and report to other depts.
- Ability to manage incoming and outgoing business calls.
- Set own goals and want to deliver agreed targets

**IT Skills**

**Personal Skills**
- Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels
- Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business
- Professional integrity: The strength of character to explain a professional point while having empathy with a customer
- Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers.
- Flexibility: The flexibility for and commitment to continual service development and improvement.

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

**Salary**: From £18,500.00 per year

**Benefits**:

- Casual dress
- Company pension
- Work from home

Schedule:

- Monday to Friday
- No weekends

COVID-19 considerations:
All interviews will be conducted via Zoom.