Financial Administrator - Northampton
We are looking for an experienced Financial Administrator for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firm that offers holistic Financial Advice to clients around the world.
Responsibilities:
* Inputting and maintaining accurate client information on Salesforce
* Preparing client meeting packs and sign up forms
* Helping to prepare and put together annual review packs for advisors
* Working as a team to ensure the post, phone enquiries, and emails coming into the Practice are dealt with in a professional manner
* Liaising with clients, multiple third parties and advisers via e-mail, and telephone to chase information or book meetings
* Review pension or investment information received from clients & providers and check if all that is needed for compliance is included
* Complete basic suitability letter reports
* Put together basic cash flow forecasting reports for client meetings
* Working alongside the paraplanning team who will help with any technical queries
* Help the advisers prepare for client meetings as required ensuring all necessary documentation is available to them and recorded appropriately
Experience & Qualifications:
* Previous experience working in administration, preferably within a Financial Services firm
* Previous St James's Place experience would be strongly advantageous
* Excellent attention to detail and proofreading skills
* Intermediate level Microsoft Suite – Outlook, Office, Word, and Excel
* Confident communicating with clients and 3rd party providers
* Excellent organizational and time management skills and able to manage your workload independently
* A driven individual with a focus on client service and leading a high-performance culture
* Thrive off working in a fast-paced environment
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