Financial Administrator Job Description Template
Our company is looking for a Financial Administrator to join our team.
Responsibilities:
- Assist Paraplanners to write suitability letters to confirm advice;
- Supporting the financial advisers to meet business targets;
- You will write letters to clients and providers;
- Process new business and track to completion;
- Creation of meeting packs;
- Database management;
- Maintain and update back-office systems;
- You will manage the financial advisers diaries by booking meetings;
- Diary Management;
- New Business administration;
- Updating client polices and investments;
- diary and appointments management;
- Preparation of monthly MI reports;
- Monitoring new business pipeline through to completion;
- General Administration such as preparing letters to clients.
Requirements:
- The initiative to organise and prioritise your own workload;
- Accurate maintenance of various spreadsheets, logs and bespoke systems;
- Good communication skills and ability to work within a team;
- Good level of IT skills including Microsoft Office;
- Preparation of monthly MI reports;
- Handling incoming and outgoing calls, dealing with client enquires and responding to emails;
- Entering client data onto back office system;
- Client Care and Service focused including excellent telephone manner;
- Updating client polices and investments;
- Previous experience of using Intelligent Office client database/back-office system;
- Previous experience in a similar role;
- Dealing with queries related to polices.