Financial Administrator

Birmingham - UK

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

Job Summary

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.

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 effic...