Financial Administrator - Market Harborough
We are looking for an experienced Financial Administrator for our client, based near Market Harborough, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.
Responsibilities:
- Inputting and maintaining accurate client information on Salesforce
- Preparing client meeting packs and sign up forms
- Helping to prepare and put together annual review packs for advisors
- Working as a team to ensure the post, phone enquiries, and emails coming into the Practice are dealt with in a professional manner
- Liaising with clients, multiple third parties and advisers via e-mail, and telephone to chase information or book meetings
- Review pension or investment information received from clients & providers and check if all that is needed for compliance is included
- Complete basic suitability letter reports
- Put together basic cash flow forecasting reports for client meetings
- Working alongside the paraplanning team who will help with any technical queries
- Help the advisers prepare for client meetings as required ensuring all necessary documentation is available to them and recorded appropriately
Experience & Qualifications:
- Previous experience working in administration, preferably within a Financial Services firm
- Previous St James's Place experience would be strongly advantageous
- Excellent attention to detail and proof-reading skills
- Intermediate level Microsoft Suite – Outlook, Office, Word and Excel
- Confident communicating with clients and 3rd party providers
- Excellent organisational and time management skills and able to manage your work load independently
- A driven individual with a focus on client service and leading a high-performance culture
- Thrive off working in a fast-paced environment
If you would be interested in this position then please forward a copy of your CV to sam@artemisrecruitment.co.uk
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