Financial Administrator
Location: Clayton-Le-Woods, Chorley (PR6)
Salary: £25,000 per annum
Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. James’s Place Wealth Management Plc. An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing, Partner Practice. You will be part of a fast-paced team and will be employed by the Practice with full training and support provided.
The Role - Financial Administrator
This role will require the individual to undertake case preparation activities in support of the financial advisers’ work, including the collation and analysis of information through contacting third parties by telephone, producing illustrations and valuations, preparation of client files for meetings and production of client reports. You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients.
Specifically, your role will involve:
1. Contacting third party providers by telephone to obtain information
2. Meeting and greeting clients
3. Answering and directing phone calls
4. Preparing client files for the advisers’ meetings
5. Managing the database of clients and spreadsheets of workflow
6. Typing letters for clients and providers
7. Producing reports for clients
8. Submittin...