Financial Administrator

An opportunity has arisen for a Financial Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.

As a Financial Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.

This full-time role offers a salary of £25,000 and benefits.

You will be responsible for:

• Making outbound calls to new and existing clients to build relationships and generate interest.
• Managing and maintaining client records and ensuring all information is accurate and up to date.
• Preparing documentation and templated reports for third-party providers.
• Handling general office administration including filing, scanning, reporting, and dealing with post.
• Managing client communication by phone, email, and written correspondence in a professional manner.
• Supporting advisers and team members with the processing of information and client-related documentation.
• Logging and updating call outcomes within the CRM system.

What we are looking for:

• Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
• Experience in an administrative office role.
• Confident telephone manner and ability to make outbound calls.
• Excellent computer skills, including knowledge of Microsoft Word and Excel.
• Strong written and verbal communication skills.

What’s on offer:

• Competitive salary
• Company pension
• Life insurance
• On-site parking

Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.