Financial Administrator About Us We 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 01244 567 976 / 07519 096 443. 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. ADZN1_UKTJ