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Financial Services



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

Financial Administrator - Northampton

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.



  • 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 

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