Regional Recruitment Services
Job title:
Financial Administrator
Company
Regional Recruitment Services
Job description
Job Title: Financial Administrator
Location: Market Harborough
Salary: up to £28,000 per annum
Hours of Work: Flexi time (approx. 09:00 – 17:00)
Type: Full-time, Permanent
We are hiring a Financial Administrator that is experienced in Administration within the Financial Services Sector, with outstanding organisational and time management skills, on the behalf of a dynamic wealth management firm based in Market Harborough. The ideal candidate will thrive in a fast-paced office environment, bring experience from the financial services sector, and enjoy communicating with our clients both over the phone and face to face.
This position presents an excellent opportunity for anyone, including graduates, aspiring to build a career in the Wealth Management industry. The role offers growth prospects within a supportive and collaborative environment.
Key Responsibilities of a Financial Administrator
- Providing a first-class experience to our client base, mainly consisting of Directors and Business Owners
- Managing and preparing content for social media
- Collaborating closely with the Managing Director to manage and coordinate their busy schedule.
- Preparing client meeting packs and sign-up forms
- Ensuring accurate, prompt, and professional communication with clients through a variety of channels
- Assisting in preparing annual review packs for advisors
- Effectively manage the front desk to welcome clients and handle incoming calls/emails.
- Liasing with clients, advisors and third parties via phone and email to chase information and set appointments.
- Submitting new business
- Ensuring efficient recording and tracking in compliance with Practice and Regulatory Standards
- Working with the paraplanning team to address technical queries.
Required Skills of a Financial Administrator
- Previous administration experience required, preferably from within a Financial Service firm.
- Excellent communication skills, both written and verbal.
- Personable and passionate about delivering exceptional work
- The ability to be pro active, problem solve as well as anticipating next steps
- Strong attention to detail and organisational skills
- Outstanding time management
- Excellent proofreading skills
- The ability to work both independently and collaboratively
Benefits for a Financial Administrator
- 22 days holiday + Bank Holidays (increases with service)
- Flexible start/finish times
- Pension Schemes
- Support for professional qualifications
- Friendly and collaborative work environment
- Competitive remuneration package with incentive schemes
- On-site Parking
- On-site Gym
Next Steps:
Apply to this Financial Administrator role through this advert. If you would like more information about this role, please contact Lucy in our Commercial team on 0116 485 0049.
If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.
About Regional Recruitment Services – A Recruitment Agency in Leicester
This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website (www.regionalrecruitment.co.uk).
Expected salary
Location
Market Harborough, Leicestershire
Job date
Wed, 28 Feb 2024 23:36:07 GMT
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