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Financial Administrator - Leicester, Leicester
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Client:
Location:
Job Category:
Finance
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EU work permit required:
Yes
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Job Reference:
0c9701b063a0
Job Views:
3
Posted:
12.05.2025
Expiry Date:
26.06.2025
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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:
* Inputting and maintaining accurate client information on Salesforce
* Preparing client meeting packs and sign-up forms
* Helping to prepare and compile annual review packs for advisors
* Working as a team to ensure the post, phone inquiries, and emails coming into the Practice are handled professionally
* Liaising with clients, third parties, and advisers via email and phone to chase information or schedule meetings
* Reviewing pension or investment information received from clients and providers to ensure all necessary data for compliance is included
* Completing basic suitability letter reports
* Preparing basic cash flow forecasting reports for client meetings
* Collaborating with the paraplanning team for technical queries
* Assisting advisers in preparing for client meetings by ensuring all necessary documentation is available and properly recorded
Experience & Qualifications:
* Previous experience in administration, preferably within a Financial Services firm
* Experience with St James's Place is highly advantageous
* Excellent attention to detail and proofreading skills
* Intermediate proficiency in Microsoft Office Suite (Outlook, Word, Excel)
* Confident in communicating with clients and third-party providers
* Strong organizational and time management skills, capable of managing workload independently
* Driven with a focus on client service and high-performance culture
* Ability to thrive in a fast-paced environment
If interested, please send your CV to [emailprotected]
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