FINANCE ADMINISTRATOR
We are delighted to be recruiting for a Finance Administrator to join our fast-growing client based in the Wirral. Our client provides a new perspective on financial planning and their aim is to make a difference to their clients lives.
WHAT YOU WILL WANT TO KNOW:
* Salary is in the region of £26-£30K PA DOE.
* Hybrid working - after probationary period (usually at least two days in the office)
* 28 days holiday plus bank holidays.
* Modern office with a fantastic team to work alongside.
* Onsite parking
* Pension scheme
A SNAPSHOT OF THE FINANCE ADMINISTRATOR'S DAY:
1. Act as first point of contact for clients supporting queries from both new and existing client's.
2. Taking ownership for all tasks, monitoring progress, and ensuring all planned work is on time.
3. Keep up to date and accurate records of Adviser charges and ensure they match Client agreements
4. Keep an accurate record of new client leads.
5. Process of new business and servicing changes on Provider platforms and update on CRM system.
6. Produce and package full Client meeting packs for prospect client meetings and ensure new Client packs are available for each designated and allocated Adviser
7. Assist with opening, scanning and distribution of incoming post. Processing of external post to meet pre-advised cut off time
8. ...