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Financial Administrator

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GCB Recruitment

3mo ago

  • Job
    Full-time
    Junior Level
  • People, HR & Administration
    Accounting & Tax
  • Nottingham

AI generated summary

  • You need 2+ years in financial admin, experience with authority letters and client data, knowledge of financial transactions, tech-savvy, and strong communication skills.
  • You will process financial data, prepare client documentation, handle transactions, assist with client reviews, manage correspondence, and support planners with administrative tasks.

Requirements

  • To be considered for the Financial Administrator role you must have the following:
  • Administration experience in a financial planning company for at least two years.
  • Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
  • Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
  • Experience in gathering information for review including valuations, charges and performance and any other specific information required.
  • Financial administration qualifications would be advantageous.
  • Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
  • You must be a good communicator, a team player, and able to prioritise your workload.

Responsibilities

  • Processing authority letters, and gathering financial data for new clients and annual reviews.
  • Preparing application forms and client documentation.
  • Processing financial transactions on platforms.
  • Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
  • Dealing with post, emails and any correspondence relating to clients or their financial situation.
  • Providing administrative support to the financial planners and paraplanners as required.
  • Supporting clients with administrative queries and communication as required.

FAQs

What are the working hours for the Financial Administrator role?

The working hours are Monday to Friday, in a hybrid format where you will work 3 days in the office.

What is the salary range for this position?

The salary range for the Financial Administrator role is £25,000 - £30,000, depending on experience.

What benefits are offered to the successful candidate?

The benefits include 26 days of holiday plus bank holidays, life insurance, an online GP service, and onsite parking paid for by the company.

What experience is required for this role?

Candidates must have at least two years of administration experience in a financial planning company, including experience with pensions and life assurance policies.

Will financial administration qualifications be helpful for this position?

Yes, financial administration qualifications would be advantageous for this role.

What are the main responsibilities of a Financial Administrator?

Responsibilities include processing authority letters, gathering financial data, preparing application forms and client documentation, and providing administrative support to financial planners and paraplanners.

Is experience with technology important for this job?

Yes, candidates should be comfortable with using different types of technology and systems, including CRM, project management systems, and investment platforms.

What skills are necessary to succeed in this role?

Candidates should be good communicators, team players, and able to prioritize their workload effectively.

What types of clients will I be working with as a Financial Administrator?

You will be working with clients related to their investments, pensions, and life assurance policies.

Is there potential for career progression in this role?

Yes, there is potential for career progression within the expanding business.

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GCB Recruitment

We are Property and Financial Recruitment Specialists, across the UK and Internationally - #WeGetPeople

Human Resources
Industry
11-50
Employees
2010
Founded Year

Mission & Purpose

GCB Recruitment is a specialized recruitment agency focusing on the property, engineering, and construction sectors. Their mission is to connect skilled professionals with leading companies, ensuring a perfect fit for both candidates and employers. With a commitment to delivering personalized service, GCB Recruitment aims to simplify the hiring process, fostering successful, long-term placements. Their purpose is to support industry growth by providing expert recruitment solutions while building strong relationships within the sectors they serve.