Job Description
We are seeking a detail-oriented Financial Administrator to join our clients team. This role is crucial in supporting the smooth operation of our clients financial services, handling administrative tasks efficiently, and ensuring our clients receive the highest level of service.
Role Overview:
As a Financial Administrator, you will play a key role in ensuring the accurate and efficient processing of financial documentation, liaising with providers, and supporting the advisory team with essential administrative functions. You will assist with client service tasks, manage financial paperwork, and ensure compliance with industry regulations. This role is ideal for a highly organised individual with financial administration experience, preferably within wealth management, pensions, or investment services.
Key Responsibilities:
* Process and manage financial documentation, including investment applications, pension transfers, withdrawals, fund switches and death benefit paperwork.
* Liaise with financial providers and investment platforms to track client applications and transactions.
* Monitor and follow up on pending applications, fund transfers, and outstanding client actions.
* Assist financial advisors with preparing client files, ensuring all required documents are complete and up to date.
* Respond to client queries efficiently, ensuring they receive accurate and timely information regarding their investments. Answering any additional questions clients may have.
* Office Administration & Compliance:
What We are Looking For:
* Preferably within wealth management, pensions, or investment service (desirable)
* Excellent Communication - Professional and confident in dealing with both clients and financial providers.
* A pleasant telephone manner and to hold conversations whilst taking ownership to help and resolve any queries.
* Attention to Detail - Strong accuracy in handling financial data and documentation.
* Organisational Skills - Ability to manage multiple tasks and prioritise workload effectively. Excellent time management skills.
* IT Proficiency - Comfortable using financial systems, CRM platforms, and Microsoft Office (Excel, Word, Outlook). Previous work with Apps and features is desired but not essential.