Job Summary
We are seeking a detail-oriented and proactive Financial Administrator to join our team. The successful candidate will be responsible for managing financial records, ensuring compliance with regulations, and providing support for financial planning and analysis. This role is crucial in maintaining the financial health of the organisation and will involve collaboration with various departments to ensure accurate reporting and budgeting.

Duties

• Client correspondence, written and verbal.
• Processing new business
• Preparation of client review packs
• Arranging client meetings and managing the adviser’s diary
• Illustration requests
• Ensure that all financial planning client administration is carried out in accordance with internal procedures
• Maintain client records on the company software and ensure the client files are well presented, accurate and compliant
• Taking phone calls, enquiries and requests and handling them where appropriate
• General back-office support using IO software

Skills

• Strong analytical skills with attention to detail.
• Proficiency in accounting software and Microsoft Office Suite, particularly Excel.
• Excellent organisational skills with the ability to manage multiple tasks efficiently.
• Strong written and verbal communication skills for effective collaboration across departments.
• Ability to work independently as well as part of a team.
• A proactive approach to problem-solving and decision-making.

This role offers an exciting opportunity for individuals looking to advance their career in finance while contributing to the overall success of the organisation.

Job Type: Full-time

Pay: £23,000.00-£24,000.00 per year

Additional pay:

• Bonus scheme

Benefits:

• Company pension
• Life insurance
• Private medical insurance

Schedule:

• Monday to Friday

Work Location: In person

Reference ID: ASW