Financial Administrator
Our client is looking for a Financial Administrator to support a variety of complex advice areas including pensions, investments, trusts, protection and group schemes. This is a hybrid role with only 3 days in the office. The successful candidate will be a detail-orientated and experienced individual working closely with high-net-worth clients and dedicated Financial Planners.
Key Responsibilities
- Taking ownership and accountability for end-to-end administration, maintaining correct client records
- Ensuring all data entry is completed accurately and within specified timelines
- Processing new business (pensions, ISAs, GIAs, bonds, SIPPs, protection policies and group schemes)
- Preparing and submitting applications to product providers in line with company procedures
- Supporting Financial Planners through the full advice process, including pension transfers
- Processing Letters of Authority, obtaining plan information and updating the client file
- Liaising with providers, clients and advisers, providing regular updates on progress of advice
- Preparing client annual reviews and actions following the reviews
- Proactively managing own workflow and maintaining the pipeline tracker
Qualifications and Experience
- Up to 2 years' previous experience in a financial planning administration role
- Good understanding of the advice process and knowledge of retirement/pension and investment products
- Good literacy and numeracy skills with a high degree of accuracy
- Working knowledge of Microsoft and Excel packages; knowledge of Xplan/Intelligent Office advantageous
Additional Benefits
- 25 days holiday plus bank holidays
- Office closure over the Christmas period, in addition to annual leave
- Pension and study leave provided
- Hybrid working
Financial Administrator employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
