Job Opportunity: Financial Administrator
Are you looking to develop your Financial Administration skills by joining a market-leading wealth management company with an established and successful administration team? If the answer is yes, we have the opportunity you are looking for!
Renumeration
£25,000 - £28,000
Position Overview
We are currently seeking a highly skilled Financial Administrator to join our client's busy Marlborough office. This is an integral and varied role where your experience in providing high-quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries regarding pensions, investments, and protection, liaising with product providers, and covering all aspects of general office administration to ensure a first-class service is provided to internal and external parties.
Location and Hours
The position is based in Marlborough. The working hours are Monday to Friday from 9 am to 5 pm, with a one-hour break, totaling 35 hours per week. The salary is competitive and dependent on experience and qualifications, with details available upon request.
Benefits
Our client offers a comprehensive benefits package that includes 25 days of holiday (increasing with length of service) plus bank holidays, birthday leave, a holiday purchase scheme, life assurance, a pension, corporate eyecare, and Extras Discount shopping discounts.
Specific Responsibilities
In this key role, you will be involved in the day-to-day administration of wealth management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your duties will be varied and align with the responsibilities of financial administration. This includes client correspondence (both written and verbal), processing new business, preparing client review packs, arranging client meetings, managing the adviser's diary, handling illustration requests, ensuring all financial planning client administration adheres to the firm's procedures, maintaining client records on company software, and ensuring files are well presented, accurate, and compliant. You will also take phone calls, handle enquiries and requests, and provide back-office support. Additional responsibilities may be included as deemed reasonable due to the nature of the business.
Required Experience and Skills
You should already have experience working in a financial planning firm and be motivated, friendly, and professional at all times. You will need to be able to hold conversations with third parties, representing the company professionally. Additionally, you should be skilled in, or have the ability to learn, the production of concise business correspondence with high accuracy, good working knowledge of IO and Platform, confidence with IT and office software packages (including Teams, Outlook, Word, and Excel), management and prioritising workloads, excellent planning, organisational, and multi-tasking abilities, analytical and problem-solving skills, flexibility/adaptability to cope with change, excellent communication skills at all levels, and being a team player with a positive attitude.