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Job Category:
Finance
EU work permit required:
Yes
Job Reference:
f63ab7f9148f
Job Views:
5
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
Our client is looking for a Financial Administrator to assist independent financial advisers and paraplanners in their busy practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. You will be:
* Keeping close contact between clients and colleagues
* Retrieving new and historic information about individual clients
* Holding records of every verbal, written or electronic communication with colleagues, clients, and third parties
* Working alongside financial advisers to obtain information as part of the process of creating financial reports
* Assessing objectives for individual clients to target the necessary solution
* Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
* Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax, and any other fields that could benefit the client
* Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
* Keeping up to date with any developments in the world of finance to benefit the needs of clients.
This is a great opportunity to join a growing established practice and work alongside a team of professionals.
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