Financial Administrator
St Helens
Basic up to £30,000 depending on experience, full benefits and bonuses
This Independent Financial Adviser practice require an experienced Financial Administrator. The role would suit an experienced individual who is well versed on end-to-end administration in a wealth planning firm as the role involves a variety of tasks including gathering information, conducting research, and ensuring excellent client servicing. The ideal candidate will be responsible for maintaining accurate records and preparing essential documentation for meetings and business submissions.
Responsibilities:
- Liaise with product providers, other third parties, and clients to gather detailed personal financial information
- Respond promptly to client enquiries regarding their existing arrangements and any changes in circumstances.
- Keep the back-office system updated with client information and provider contacts.
- Ensure all supporting documentation has been provided
- Accurately put business on the system
- Ensure all applications are accurate and complete
About You:
- Experience in a similar financial administrative role
- Knowledge of financial products and services
- Excellent organisational and communication skills
- Proficiency in using office systems to manage and update client information
- Ability to prepare and manage documentation for client meetings and business submissions
- A proactive approach to client servicing and problem-solving