Financial Administrator

Financial Administrator Job Description Template

Our company is looking for a Financial Administrator to join our team.


  • 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.


  • 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.