Financial Administrator

Financial Administrator

About UsWe are a specialist financial planning firm committed to guiding clients through a comprehensive, goal-focused approach. Our aim is to provide clarity, confidence, and the freedom to focus on what matters most in life.

Financial Administrator Requirements:

• At least two years of administration experience in a financial planning company.
• Strong problem-solving skills, particularly in handling time-sensitive transactions and supporting client queries.
• A pioneering mindset, always looking for ways to improve processes and enhance the client experience.
• A growth mindset with experience across a wide range of financial planning areas and a commitment to professional development.
• Exceptional attention to detail, strong organisational skills, and a positive approach.

Technical Skills

• Strong capability with technology and systems, including CRM, project management tools, and investment platforms.
• A solid understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals.
• Financial administration qualifications are an advantage, reflecting your dedication to growth and development.

Financial Administrator Responsibilities

• 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, updating goals information, and setting up meetings.
• Handling post, emails, and client correspondence.
• Providing administrative support to financial planners and paraplanners.
• Assisting clients with administrative queries.

Financial Administrator Benefits:

• Pension Contributions: We match contributions up to 6% of your salary, with salary sacrifice options available.
• Life Insurance: Death in service benefit of 3x your salary, providing peace of mind for you and your loved ones.
• Generous Holidays: 26 days of holiday plus bank holidays, increasing with tenure.
• Work-Life Balance: Hybrid working with our office open Tuesday-Thursday and remote working on other days.
• Comprehensive Wellbeing Support: Access to Pirkx, including telephone & online GP appointments, counselling support, shopping discounts, and more.
• Training & Development - All qualifications and development costs covered, with mentoring and career growth opportunities.

To be considered:Please either apply by clicking online or emailing me directly . For further information please call me on / . By applying for this role, you give express consent for us to process and submit (subject to required skills) your application to our client in conjunction with this vacancy only.