Financial Administrator
SKILLS
FULL DESCRIPTION
Financial Administrator
[Employer hidden — sign up to reveal] is seeking a Financial Administrator to join their Stoke-on-Trent office. This full-time, on-site role involves providing high-quality administrative support, handling client queries, and liaising with product providers. Salary is competitive and dependant on experience. Benefits include 25 days holiday, pension, and more.
Requirements
- Good working knowledge of IO and Platform.
- Production of concise business correspondence and proofreading with high accuracy.
- Confidence with IT and office software including Teams, Outlook, Word, and Excel.
- Management and prioritising workloads.
- Excellent planning, organisational and multi-tasking abilities.
- Analytical and problem-solving skills.
- Flexibility/adaptability to cope with change.
- Excellent communication skills at all levels.
- A team player with a positive attitude.
Responsibilities
- Client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser's diary.
- Illustration requests.
- Ensure financial planning client administration follows procedures.
- Maintain client records on company software.
- Taking phone calls, enquiries, and handling them appropriately.
- Back-office support.
Benefits
25 days holiday (rising with service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
Office: [Employer hidden — sign up to reveal]
Location: Stoke on Trent
Hours: Monday – Friday 9am to 5pm (35 hours)
Please note: any offer of employment is subject to satisfactory criminal record background checks.
[Employer hidden — sign up to reveal] does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.
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