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.