Financial Administrator – Wealth Management Support

Perspective Financial Group Ltd; Banks; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services provider in Chorley is looking for a Financial Administrator to provide vital administrative support. This role requires experience in a Financial Planning firm, strong IT skills, and excellent organizational abilities. Key tasks include managing client correspondence, processing new business, and ensuring compliance with firm policies. Benefits include 25 days holiday, an Electric Car Scheme, and more.

Benefits

25 days holiday

Birthday Leave

Life Assurance

Pension

Corporate Eyecare

Extras Discount shopping

Qualifications

• Experience working in a Financial Planning firm.
• Motivated, friendly, and professional demeanor.
• Ability to hold conversations with third parties.

Responsibilities

• Client correspondence, both written and verbal.
• Processing New Business and preparing client review packs.
• Arranging client meetings and managing the Adviser's diary.
• Maintaining client records and ensuring compliance.

Skills

Knowledge of IO and Platform

Business correspondence production

IT and office software proficiency

Workload management

Planning and organizational skills

Analytical skills

Communication skills

Team player attitude

Job description

A financial services provider in Chorley is looking for a Financial Administrator to provide vital administrative support. This role requires experience in a Financial Planning firm, strong IT skills, and excellent organizational abilities. Key tasks include managing client correspondence, processing new business, and ensuring compliance with firm policies. Benefits include 25 days holiday, an Electric Car Scheme, and more.