Pool House Group are experts in financial planning based in the heart of Lichfield. We provide independent advice as a Chartered Practice and adhere to the highest level of ethics to ensure the advice given is in the clients' best interest. Our directors have over 30 years of experience in Financial Services with a range of skills in specialist areas. We offer bespoke solutions in Corporate Tax Planning, Investment Management and other financial services. Pool House Group prides itself on providing the highest levels of service to fit our clients' respective requirements.
Role Description
This is a full-time role for a Financial Services Administrator. The Financial Services Administrator will be responsible for managing daily operations including financial planning, diary management, new business submission, collating client review packs, actioning fund switches and trades, processing letters of authority and actioning client income and withdrawal requests. Duties include preparing financial reports, maintaining client records, and ensuring compliance with regulatory requirements. This is an on-site role, and is located in Lichfield.
Qualifications
* Financial Planning and Finance skills
* Detail-oriented and highly organized
* Bachelor's degree in Finance, Accounting, or related field
* Proficiency in financial software and tools
Seniority level
* Entry level
Employment type
* Other
Job function
* Finance and Sales
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