Uniting People
Financial Administrator
Job Location
Newcastle-under-Lyme, United Kingdom
Job Description
Mon-Fri 8.30am-5.00pm/8.00am-4.30pm
Competitive salary
Are you a Financial Administrator with a passion for client service and a desire to contribute to a growing firm?
You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.
An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.
Role of the Financial Administrator:
* Responsible for providing administrative support for a range of financial products including Personal Pensions, ISAs, Investment Bonds and SIPPS
* Liaising with providers to obtain quotes, cost comparison and preparing paperwork ready for client meetings
* Responsible for utilising various platforms to research, collate data, scenario planning etc
* Answering the phone, taking messages, dealing with client queries and booking appointments
* Gathering fund fact sheets, performing income schedules and preparing bespoke valuations
* Stay up to date with industry regulations and compliance requirements.
* Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch
Candidate Experience:
* Proven background working within a Financial Administration/Technical Administration role within Financial Services, Wealth Management or Financial Management is essential
* Excellent communication skills
* Strong numeric & analytical skills
* Strong team player
* Work well under pressure to meet deadlines
* Strong work ethic
* Tech Savvy
Benefits:
* Company pension
* 28 days holiday inc bank holidays
* Birthday off
* Free parking
* Company events
* Healthcare after probation
* Training and qualification opportunities
Location: Newcastle-under-Lyme, GB
Posted Date: 10/6/2024
Competitive salary
Are you a Financial Administrator with a passion for client service and a desire to contribute to a growing firm?
You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.
An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.
Role of the Financial Administrator:
* Responsible for providing administrative support for a range of financial products including Personal Pensions, ISAs, Investment Bonds and SIPPS
* Liaising with providers to obtain quotes, cost comparison and preparing paperwork ready for client meetings
* Responsible for utilising various platforms to research, collate data, scenario planning etc
* Answering the phone, taking messages, dealing with client queries and booking appointments
* Gathering fund fact sheets, performing income schedules and preparing bespoke valuations
* Stay up to date with industry regulations and compliance requirements.
* Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch
Candidate Experience:
* Proven background working within a Financial Administration/Technical Administration role within Financial Services, Wealth Management or Financial Management is essential
* Excellent communication skills
* Strong numeric & analytical skills
* Strong team player
* Work well under pressure to meet deadlines
* Strong work ethic
* Tech Savvy
Benefits:
* Company pension
* 28 days holiday inc bank holidays
* Birthday off
* Free parking
* Company events
* Healthcare after probation
* Training and qualification opportunities
Location: Newcastle-under-Lyme, GB
Posted Date: 10/6/2024
Contact Information
| Contact | Human Resources Uniting People |
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