Financial Administrator
| Reference | 038106569 | |||
| Sector | Accountancy Jobs | |||
| Salary | £30000 per annum | |||
| Town/City | Birmingham | |||
| Locations | UK, West Midlands, West Midlands | |||
| Job Type | Permanent | |||
| Date Posted | 9th Jun | |||
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Job Description |
| Job Title: Financial Planning Administrator Location: Birmingham Salary: 30K Contract Type: Permanent Working Hours: 9:00am – 5:00pm - Hybrid role 2 days at home, 3 days in the office Job Purpose: To provide administrative support to Financial Planners in the delivery of high-quality client service. This role is key in ensuring the smooth operation of both new and ongoing business activities within a financial planning environment. Key Responsibilities: - Processing new business applications and servicing existing client accounts. - Coordinating with Financial Planners to arrange client review meetings, new business appointments, and manage pipeline activity. - Communicating professionally with clients, internal departments, and product providers as required. - Creating and maintaining accurate client records on Intelligent Office (iO). - Producing up-to-date valuations using JHC Order Routing, Intelligent Office, and provider websites. - Managing and distributing incoming and outgoing post. - Preparing documents, reports, and hand outs for presentations or internal meetings. - Answering incoming calls and supporting general administrative functions across the team. - Promoting awareness and ensuring compliance with Anti-Money Laundering (AML) regulations within the department. Qualifications & Experience: - A-Levels or equivalent qualification. - Prior experience with Intelligent Office (iO) is desirable. - Background in financial planning administration preferred. - Strong track record in customer service and general office administration. Key Skills: - Excellent customer service and interpersonal skills. - Strong written and verbal communication. - High level of attention to detail. - Organised and methodical approach to work. Please click apply or contact Tom Ricketts at Pertemps Hagley Road, Birmingham |
Recruiter Details |
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