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Financial Administrator - Leicester, Leicester
Client:
Location:
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
0c9701b063a0
Job Views:
98
Posted:
22.01.2025
Expiry Date:
08.03.2025
Job Description:
Financial Administrator - Leicester
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:
1. Inputting and maintaining accurate client information on Salesforce
2. Preparing client meeting packs and sign up forms
3. Helping to prepare and put together annual review packs for advisors
4. Working as a team to ensure the post, phone enquiries, and emails coming into the Practice are dealt with in a professional manner
5. Liaising with clients, multiple third parties and advisers via e-mail, and telephone to chase information or book meetings
6. Review pension or investment information received from clients & providers and check if all that is needed for compliance is included
7. Complete basic suitability letter reports
8. Put together basic cash flow forecasting reports for client meetings
9. Working alongside the paraplanning team who will help with any technical queries
10. Help the advisers prepare for client meetings as required ensuring all necessary documentation is available to them and recorded appropriately
Experience & Qualifications:
1. Previous experience working in administration, preferably within a Financial Services firm
2. Previous St James's Place experience would be strongly advantageous
3. Excellent attention to detail and proof-reading skills
4. Intermediate level Microsoft Suite – Outlook, Office, Word and Excel
5. Confident communicating with clients and 3rd party providers
6. Excellent organisational and time management skills and able to manage your workload independently
7. A driven individual with a focus on client service and leading a high-performance culture
8. Thrive off working in a fast-paced environment
If you would be interested in this position then please forward a copy of your CV to [emailprotected]
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