Job Description

We’re looking for a Financial Administrator to support a successful advisor in the growth of his business. This is an outstanding opportunity to work 1 – 1 with an advisor, have a flexible working pattern, along with a very successful career.
If you’re passionate about what you do and you would like to be a part of the start of something very exciting, then this is the perfect role.
Benefits:

• Pension scheme
• 28 days holiday (including bank holidays)
• Discretionary bonus scheme
• Support towards professional development growth
• Flexible working pattern

Duties and responsibilities

Your duties and responsibilities will include but not be limited to:

• Provide high quality administration support to both the Financial Advisor and their clients.
• Reduce the administrative burden to both parties alike.
• Accurately and efficiently administer both paper and system-based records and accurately maintain the filing of client records and data.
• Provide a consistent and efficient line of communication in all aspects of your work.
• Drive your professional development by seeking opportunities in which you can grow and expand your knowledge.
• Meeting preparation, including collecting and preparing meeting documentation, creating reports in conjunction with the financial advisor and filing documents on the CRM.
• Following compliance in all aspects of work.

Required Knowledge, Skills, and Abilities

• 2 years Financial Planning experience
• Excellent organization, communication, and numeracy skills both written and oral.
• The ability to work accurately under pressure of tight deadlines.
• The ability to priorities tasks and remain calm under pressure.
• The ability to work from your own initiative.
• Excellent accuracy and attention to detail.
• To have a forward-looking, can-do attitude when dealing with client instructions.
• You will have the required skills in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates and reports to brand guidelines.