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Are you an organised and efficient financial administrator with at least 1 year of experience who has dealt with transactions? Our clients are currently looking due to their continuous growth and can offer career progression and the opportunity to join an expanding business based in Leeds.
Working hours:
- Monday to Friday (Flexible)
The successful Financial Administrator will be offered:
- £24,000 - £27,000 Basic (DOE)
- 25 days holiday + bank holidays
- Exams/ Training Covered
To be considered for the Financial Administrator role you must have the following:
- Administration experience in a financial planning company for at least a year.
- Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
- Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, and withdrawals.
- Financial administration qualifications would be advantageous.
- Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
- You must be a good communicator, a team player, and able to prioritise your workload.
As a Financial Administrator, your role will involve:
- Processing authority letters, and gathering financial data for new clients and annual reviews.
- Preparing application forms and client documentation.
- Processing financial transactions on platforms.
- Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
- Dealing with post, emails and any correspondence relating to clients or their financial situation.
- Providing administrative support to the financial planners and paraplanners as required.
- Supporting clients with administrative queries and communication as required.
