Financial Administrator - #1700935
Fram Executive Search Limited
Date: 1 day ago
City: Liverpool
Contract type: Full time
Work schedule: Full day
Are you detail-oriented, proactive, and passionate about delivering outstanding client service? We're looking for a Administrator to support our client's team of Financial Advisers in providing exceptional service to clients.
What you'll be doing:
- Providing comprehensive administrative support to ensure the Financial Advisers can meet client demands effectively.
- Organising and scheduling client appointments.
- Managing and updating client databases, ensuring records are accurate and compliant.
- Preparing client meeting packs, including files and valuations.
- Drafting financial suitability letters with recommendations for investments, withdrawals, and transfers.
- Handling all types of client correspondence and preparing supporting documentation.
- Processing client transactions, including new applications, withdrawals, and fund switches.
- Liaising with providers to obtain necessary paperwork, monitor application progress, and keep records up to date.
- Attending client meetings with Financial Advisers where required.
- Opening, sorting, and distributing post in a timely manner.
- Supporting research and analysis to tailor financial recommendations to individual client needs.
- Previous experience in a similar role within financial services or wealth management.
- Strong organisational and time management skills with an ability to prioritise effectively.
- Excellent communication skills and attention to detail.
- Comfortable working independently and as part of a team.
- A proactive approach with a strong client-focused mindset.
- Experience with financial platforms and CRM systems is a plus.
You'll be part of a professional, friendly team that values your input and supports your development. You might be new to the Financial Services space, looking for a company to support your professional development. Our client present a unique and exciting opportunity for the right candidate to continue to learn and grow. Apply for more information now!
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