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.
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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