Description
Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title:Financial Administrator
Location:Stokenchurch
Salary:£28,000 to £32,000 DOE
Benefits:
Professional industry exams paid for with study support
25 days holiday (excluding Bank Holidays) plus Holiday Purchase scheme
In-House Training Academy
Annual Salary Review
Day off on Birthday
Life Assurance & Pension
Career progression opportunities to Paraplanner & Adviser roles
About the Company:
Due to expansion, our client is looking for a dedicated and experienced Financial Administrator to join their team. The company prides itself on delivering a first-class service to both clients and internal teams, operating within a supportive and professional environment.
Key Responsibilities:
Acting as the main point of contact for client queries regarding pensions, investments, and protection
Handling incoming phone calls, enquiries, and requests
Corresponding with clients both verbally and in writing
Processing New Business applications
Assisting Paraplanners and Advisers with preparation of client review packs (annual and tri-annual)
Arranging client meetings and managing Advisers diaries
Completing Portfolio Illustration requests
Providing back-office support
Ensuring all financial planning administration follows company procedures
Maintaining accurate and compliant client records on company systems
What Were Looking For:
Previous experience within a Financial Planning firm (essential)
Working knowledge of Intelligent Office (IO) and other financial platforms
Ability to manage and prioritise workloads effectively
Excellent communication, organisational, and planning skills
Analytical thinking and problem-solving abilities
Flexibility and adaptability in a fast-paced environment
Confidence with IT and office software
Positive attitude and strong team player
Desirable Skills:
CII Level 3 Qualification in Financial Administration (training can be provided if not already held)
Understanding of Model Portfolios/DFMs
How to Apply:
Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. Well also take the time to understand your career goals and highlight other roles that may be a great fit.
Due to the high volume of applications, we can only respond to successful candidates. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.
