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Financial Administrator - Liverpool, Liverpool
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Client:
Location:
Liverpool, United Kingdom
Job Category:
Finance
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EU work permit required:
Yes
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Job Reference:
1ead05821b6c
Job Views:
12
Posted:
29.04.2025
Expiry Date:
13.06.2025
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Job Description:
Financial Administrator - Liverpool
Our client is looking for a Financial Administrator to join their expanding team based in the Liverpool area. You will be joining a financial advisory firm, helping to prepare and package financial planning reports for Advisers and their clients.
Key Responsibilities:
* Prepare and package financial planning reports for the Financial Planners and their clients
* Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
* Liaise with product providers to obtain fees and charges on specific products
* Obtain and assist with the completion of application/instruction forms and fact finds
* Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
* Uploading plan statements and other documents to client records following agreed naming conventions
* Maintain accurate client information and record client interaction on the back office system
* Assist with the onboarding process of new clients
* Assist with the annual review process of existing clients
* Any additional ad-hoc requests and support on company projects as and when required
Candidate Specification:
* Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
* Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
* Ability to consistently deliver within service standards.
* Excellent organisational skills, flexible and proactive approach to getting the job done.
* Strong interpersonal skills, both written and verbal communication.
* Accuracy and attention to detail to balance demands of role.
* Desire to learn and build skills and ability through Personal Development Plan.
* Previous experience of working in similar role
* Previous experience of working within financial services
* Experience of working in a small to medium sized financial services environment
* Experience of working in an environment of significant change
* Knowledge of Financial Services Industry
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