Our client is looking for a Financial Administrator to join their team in Leicester. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, with 3 days office based. Responsibilities will incluce: - Review submitted cases and ensure documentation is correct before cases are submitted. - Point of contact for Adviser / PA queries in relation to submissions and issues. - Updating cases and Adviser/PA. - Manage team mailbox and ensure queries are actioned within the Service Level Agreement. - Respond to queries and escalate to Team Manager as required. - Complete and submit cases on the relevant systems. - Track all issues in issues log and ensure they are addressed and closed. - Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement. - Update Business Register on cases submitted and noting outstanding requirements. - Liaise with advisers and PAs on weekly turnover process to ensure it is completed accurately. - Complete pipeline chasing to ensure cases are completed within agreed Service Level Agreement. - Provide quarterly reporting to Advisers on turnover status PERSON SPECIFICATION - Experience of working within financial services preferable. - Understanding of financial products will be an advantage. - Good GCSE or A-Level result and proficient at all IT packages. - Excellent organisational and administration skills, who demonstrates good attention to detail. - Ability to proactively use initiative to problem solve and anticipate next steps. - A driven individual with a focus on client service and contributing towards a high-performance culture. - Adaptable to change management plans and advocate to business initiatives. - IT technically proficient including Office 365. - Committed to advocating and encouraging an inclusive and diverse team culture. - Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.