Financial Administrator

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

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk.