Financial Administrator - London

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. 

A successful candidate will be detailed-orientated and experienced individual working closely with high-net-worth clients and dedicated Financial Planners. They will provide key support to the Financial Planning Team and ensuring the 
compliance procedures and standards are adhered to at all times. 

Key responsibilities: 

• Taking ownership and accountability for end-to-end administration including ensuring the 
  maintenance of correct client records 
• Ensuring all data entry is completed accurately and within specified timelines 
• Read client reports to understand client’s circumstances and rationale of advice given 
• Processing new business (pensions, ISAs, GIAs, bonds, SIPPs, protection policies, and group 
  schemes) 
• Preparing and submitting application to product providers in line with company procedures and 
  compliance requirements 
• Supporting Financial Planners through the full advice process, including benefit crystallisation 
  events and pension transfers 
• Scanning and saving documents  
• Processing LOAs, obtain plan information & updating the client file 
• Liaising with providers, client, advisers, providing regular updates to clients on progress of advice 
• Dealing with client queries 
• Maintain client confidence by keeping information confidential 
• Preparing client annual reviews and actions following the reviews 
• Proactively manage own workflow, keeping adviser and manager updated 
• Maintaining and updating tasks on pipeline tracker 
• Work with team and contribute to team effort by accomplishing team agreed objectives

Qualifications and experience: 

• Up to 2 years previous experience in financial planning administration role  
• Good understanding of advice process 
• Knowledge of retirement/pension and investment products 
• Good Literacy and numeracy skills with a high degree of accuracy 
• Excellent interpersonal and organization skills 
• Working knowledge of Microsoft and Excel packages  
• Knowledge of Xplan/Intelligent Office advantageous  
   

Requirements:

• Highly organised, competent administrator with a positive attitude and enthusiastic nature 
• High personal standards to deliver quality support to both City Capital team and clients 
• Evidence of previous administration skills such as organisation, prioritization and ability to work 
  under pressure 
• Experience in a financial planning or wealth management firm, ideally supporting high-net-worth 
  clients 
• Effective communication and confidence to question and work with team and adviser 
• A positive, professional communicator with a proactive, solution-focused attitude 
• Ability to work independently while contributing to a team-based culture 
   

Additional benefits: 

• Holidays - 25 Days + bank holidays 
• Office closure Christmas period (in addition to annual leave) 
• Pension  
• Study leave provided 
• Hybrid working 

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

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