Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you

Back to top

Financial Services

Leicester

18/05/2024

Type of Position: Financial Administrator - Leicester
Pay: £20k - £26k

Financial Administrator - Leicester

We are looking for an experienced Financial Administrator for our client, based near Leicester, 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 

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.