Financial Administrator
Financial Administrator
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1 Vacancy
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.
Employment Type
Full Time
