Financial Administrator
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Job Location:
Yearly Salary:
Posted on:
22 hours ago
Vacancies:
1 Vacancy
Job Summary
Financial Administrator - BraintreeProgression to Paraplanning & Advising
An excellent opportunity has arisen for a Financial Administrator to join a friendly and supportive team within a highly regarded Financial Advisers. Its a full time position based in their Braintree office.
Here you will act as a point of contact for client queries with regards to pensions investments and protection as well as liaising with product providers and covering all aspects within the general office administration. All the time ensuring a first-class service is provided throughout.
Responsibilities:
Requirements:
Salary:
Benefits:
Unsure if you should apply Or you dont have a CV
No problem! Send us a way of contacting you and well provide all of the information youll need to make an informed decision. Then if you need to do a CV we can even help you with that.
Everyone will receive a reply.
An excellent opportunity has arisen for a Financial Administrator to join a friendly and supportive team within a highly regarded Financial Advisers. Its a full time position based in their Braintree office.
Here you will act as a point of contact for client queries with regards to pensions investments and protection as well as liaising with product providers and covering all aspects within the general office administration. All the time ensuring a first-class service is provided throughout.
Responsibilities:
- Point of contact for assisting with enquiries and information requests
- Manage correspondence with clients both in a written and verbal capacity
- Process New Business
- Assist Paraplanners and Advisers with preparing client review packs
- Arrange client meetings and diary management for Advisers
- Complete Portfolio Illustration requests
- Back-office administration and customer service support
- Ensure all financial planning administration is carried out in accordance with procedures
- Maintain client records on company software to ensure that all files are well presented accurate and compliant
Requirements:
- Excellent communication planning and organisational skills
- Ability to manage and prioritise workloads
- Analytical and problem-solving skills
- Flexibility and adaptability
- Confident in IT and office software packages
- Working knowledge of IO and platform experience (Advantageous)
- Previous experience working in a Financial Planning firm (Advantageous)
- Understanding of Model Portfolios (DFMs is preferred)
- Strong team player with a positive attitude
Salary:
- 30000 per annum
Benefits:
- Hybrid working considered
- 25 days holiday plus Bank Holidays & your birthday off!
- Professional industry exams paid for along with study supported
- In-House Training Academy
- Annual Salary Review
- Life Assurance & Pension
- Progression through to Paraplanner & Adviser if desired
Unsure if you should apply Or you dont have a CV
No problem! Send us a way of contacting you and well provide all of the information youll need to make an informed decision. Then if you need to do a CV we can even help you with that.
Everyone will receive a reply.
Required Experience:
Unclear Seniority
Key Skills
- Financial Services
- Financial Models
- Account Management
- General Ledger Accounts
- ERP
- Payroll
- External Auditors
- Customer Relationships
- Credit Card
- Financial Statements
- Business Units
- Annual Budget
- Income
- New Clients
- Financial Management
