Financial Administrator

£27k (c)

REF: 3506

The aim of the role is to provide an efficient private client and corporate administration support service to a team of advisers and clients. Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed expectations.

Key responsibilities:

  • Processing of new business and documentation in accordance with the agreed service and quality standards. Ownership of full life cycle of transacted business.
  • Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations. Point of contact for clients, to liaise on behalf of appointed adviser/s.
  • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
  • General administration, ensuring the client service is of a high standard. Monitoring own workflow and assisting colleagues where required.
  • Producing ad-hoc client valuations.
  • Liaise with other departments, offices and colleagues in a polite and professional manner. Dealing with adviser charge, fee and commission enquiries.
  • Strong broad knowledge on the products and providers available on the open market. Provide support to the Business Support Supervisor.

Key experiences we look for in a candidate:

  • Experience within an administration role, preferably within the financial services industry.
  • 5 GSCEs or equivalent. A-level / BTEC National qualifications desirable.
  • Good communication skills, both oral and written. Good knowledge of Microsoft Office.
  • Strong planning and organisational skills, having the ability to organise and prioritise workloads. Accuracy and attention to detail are key.
  • Strong team player but also able to work independently and use initiative.
  • Customer focused, ensuring positive customer experience is at the core of all activities undertaken

Hours for this vacancy: 9am – 5pm Mon – Fri.

Please contact for further information

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