About

An excellent opportunity has arisen for Financial Administrator to join a friendly and supportive team with a highly regarding financial planning company. Full time position, on the outskirts of Rotherham. Here you will act as a point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers covering all aspects within the general office administration. All the time, ensuring a first-class service is provided throughout. Responsibilities: Point of contact for assisting with enquiries and information requests Manage correspondence with clients, both in a written and verbal capacity Process New BusinessAssist Paraplanners and Advisers with preparing client review packs Arrange client meetings and diary management for Advisers Complete Portfolio Illustration requests Back-office administration and customer service support Ensure all financial planning administration is carried out in accordance with proceduresMaintain client records on company software to ensure that all files are well presented, accurate and compliant Requirements:Excellent communication, planning and organisational skills Ability to manage and prioritise workloadsAnalytical and problem-solving skills Flexibility and adaptability Confident in IT and office software packages Working knowledge of IO and platform experience (Advantageous) Previous experience working in a Financial Planning firm (Advantageous)CII Level 3 Qualification in Financial Administration or wanting to train in this Understanding of Model Portfolios (DFMs is preferred) Strong team player with a positive attitudeSalary: £26,000 - £30,000 per an