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Financial Administrator - Liverpool

Posted a month ago

  • Liverpool, Merseyside
  • Any
  • External
  • Expired - 2 months ago
Type of Position: Financial Administrator - LiverpoolPay: £24k - £28kFinancial Administrator - LiverpoolOur client is looking for a Financial Administrator to join their expanding team based in the Liverpool area. You will be joining a financial advisory firm, helping to prepare and package financial planning reports for Advisers and their clients.Key Responsibilities:Prepare and package financial planning reports for the Financial Planners and their clientsPreparation of transactional templated client letters, such as letters of authority, change of address and client disengagement lettersLiaise with product providers to obtain fees and charges on specific productsObtain and assist with the completion of application/instruction forms and fact findsObtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sourcesUploading plan statements and other documents to client records following agreed naming conventionsMaintain accurate client information and record client interaction on the back office systemAssist with the onboarding process of new clientsAssist with the annual review process of existing clientsAny additional ad-hoc requests and support on company projects as and when required
Candidate Specification:Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.Ability to consistently deliver within service standards.Excellent organisational skills, flexible and proactive approach to getting the job done.Strong interpersonal skills, both written and verbal communication.Accuracy and attention to detail to balance demands of role.Desire to learn and build skills and ability through Personal Development Plan.Previous experience of working in similar role Previous experience of working within financial servicesExperience of working in a small to medium sized financial services environmentExperience of working in an environment of significant changeKnowledge of Financial Services Industry
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