Financial Administrator

Job reference
Sheffield, South Yorkshire, United Kingdom
Start date
Administration & underwriting jobs / IFA jobs
Contract type(s)
Full time
Date posted

The purpose of this role is to become a member of the Client Support team with responsibility for the quality and timely delivery of high-level administrative support for Planners and Paraplanners to ensure great client experience and service.

Duties and responsibilities

Your duties and responsibilities will include but not be limited to:

  • Preparing client documentation.
  • Client enquiries.
  • Reception and office duties where required.
  • Processing client applications and instructions.
  • Record keeping.
  • Working with the Client Support Team Leader to ensure all Client Support activities adhere to company policies and meet agreed standards and timescales in terms of quality and time.
  • Ensure any business obtained is being processed and submitted compliantly and in a timely manner within defined business processes.
  • Identify areas for improvement to maximise efficiency and effectively maintain an excellent client experience.
  • Working collaboratively and proactively across the team to support and assist colleagues, maintaining effective relationships.

The Company

Our client is a financial planning organisation providing financial advice, including specialist advice on tax planning, trusts, Wills and Power of Attorney. They combine the experience and strength of a long-term investment savings business with a fresh approach to financial advice.

What does the successful candidate look like?

  • The ability to prioritise and plan own workload and be proactive.
  • Effective management and ability to maintain excellent client service and delivery while meeting simultaneous demands.
  • Responding flexibly, quickly, and effectively to constantly shifting priorities within a highly pressured environment.
  • Maintain effective relationships with colleagues, clients and third parties.
  • Being rigorously planned and organised to ensure demanding targets are achieved.
  • Proven ability to prioritise work effectively, work under pressure and to strict deadlines.
  • Strong interpersonal skills, as well as a track record of successful delivery in a financial planning business.
  • Proven ability to work collaboratively in a fast-paced team to ensure the smooth running the team and company as a whole.
  • Excellent knowledge and experience of MS Office Products.

Salary & Benefits:

The successful candidate will receive a basic salary between £25,000 – £28,500

Other benefits include:

  • 40 days Annual leave
  • 11% pension scheme
  • 8x DIS
  • 6 month full sick pay

This is a hybrid working role. Meaning that ideally, they would like someone to be able to come into the office two days a week and work from home the rest of the week. Upon starting the role, you will need to be trained so be in the office full time for the first 2-4 weeks before hybrid working commences.

Location: London

Experience (Essential): At least 12 months financial services experience

Type of role: Full Time, Permanent

Not ready to start the application process or have some questions first? Why not apply and have a confidential chat one our Directors, Lee Old. Alternatively find us on LinkedIn and send us a message!

Antony George Recruitment
Antony George Recruitment