Financial Administrator

Job Title: Financial Administrator

Location: Newton-le-Willows

Salary: £25,000 - £32,000

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Join our team at a St. James’s Place Partner Practice, where we are dedicated to providing bespoke financial advice and wealth management services. We are looking for a motivated Financial Administrator to support our Financial Advisors and ensure the efficient operation of our practice.

The working hours for this role are 9:30am – 4:30pm

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Day to Day of the role:

• Manage and update client records, ensuring accuracy and currency of all information
• Handle client queries and deliver exceptional customer service
• Support advisors with financial software and tools for client reports, investment reviews, and financial plans
• Maintain compliance with regulatory requirements and company policies
• Process documentation for new business applications, transfers, and other financial transactions
• Maintain client databases with a focus on data integrity and confidentiality
• Generate reports on client portfolios, investment performance, and other key metrics
• Coordinate between Financial Advisors, clients, and third-party providers to ensure smooth operations
• Stay informed on financial products, software updates, and regulatory changes

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Required Skills & Qualifications:

• Minimum of 1 year of experience in a financial administration role within a financial advisory or wealth management
• Understanding of financial regulations and compliance requirements
• Excellent verbal and written communication skills
• Strong organizational skills and attention to detail
• Ability to handle complex tasks and resolve issues efficiently
• Technical knowledge of financial products and services

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Benefits:

• Competitive salary and performance-based bonuses
• Opportunities for professional development and support for further qualifications
• A collaborative and supportive work environment

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To apply for the Financial Administrator position, please submit your CV and we will be in touch.