Financial Administrator

Description:

As the financial Administrator, duties will include (but are not limited to):

Preparing client meeting packs and process action points post meeting

Producing accurate and timely client portfolio summaries and plan schedules.

Processing new business in line with company procedures and compliance requirements.

Liaising with clients and providers, providing regular updates to clients on progress of advice.

Helping to compile month end figures.

Maintaining data entry requirements by following company techniques and procedures, maintaining activity/task lists within Intelligent Office.

Processing fund switches and update valuation details.

Diary management for advisers, organising client meetings.

Manage ongoing client review process for each adviser, ensuring client reviews are organised in line with requirements of Client Service and Fee Agreement.

About you

Essentially you will have had experience within Financial Services administration, specifically within wealth management/financial advice, however this may have been gained within a placement year or internship whilst studying. In addition you will possess:

Strong organisational skills

Excellent communicative and interpersonal skills (presentational, listening; diplomacy,

influencing)

Demonstrate clear commitment to an effective and efficient organisation

Possess a proven record of delivering all work accurately, on time and to agreed SLAs

A positive and engaged attitude with a willingness to learn and develop skills

The ability to work effectively as a member of a team

The ability to work under pressure and to tight deadlines