FINANCIAL ADMINISTRATOR / PA - MACCLESFIELD

FINANCIAL ADMINISTRATOR / PA - MACCLESFIELD

Our client is looking for an Administrator to join their expanding team based in Macclesfield. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.

Key duties and responsibilities

• Provide high level technical and administrative support to the adviser.

• Deal effectively with queries from clients and other parties through effective communication;

• Prepare files including compliance required documentation; research; illustrations and supporting documentation;

• Ensure that files are complete with all required client identification documentation and necessary application forms;

• Pipeline managementProcess applications accurately and record the required management information;

• Request information from 3rd parties and follow up on outstanding requirements.

• Collate information for paraplanners.

• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;

• Record completion dates on tracker and all the relevant documentation on file.

• Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board;

• Coordinate internal projects and determine the best use of resources to increase customer satisfaction;

• Monitor and measure client satisfaction.

Person Specification

Knowledge and experience

· Experience in client servicing sector (desirable).

· Experience of data collation and entry (desirable).

· Experience in cashflow management (desirable).

Skills and behaviours

· Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;

· Excellent written communication skills;

· Broad experience of Microsoft Office (Outlook, Word, Excel, Power Query, OneNote, Teams );

· Good organisation skills;

· Strong attention to detail;

· Manages time effectively with the ability to multi-task;

· Keeps calm when faced with conflicting demands and handles these effectively;

· Demonstrates a positive attitude at all times;

· Works well on own tasks as well as on shared goals as part of a team;

· Open to change with a creative approach to problem solving.

· Professional and confident in dealing with people, working with total discretion at all times;

· Confident decision maker.

If this role is of interest to you then please forward your CV to