Finance Administrator

FINANCE ADMINISTRATOR

We are delighted to be recruiting for a Finance Administrator to join our fast-growing client based in the Wirral. Our client provides a new perspective on financial planning and their aim is to make a difference to their clients lives.

WHAT YOU WILL WANT TO KNOW:

• Salary is in the region of £26-£30K PA DOE.
• Hybrid working - after probationary period (usually at least two days in the office)
• 28 days holiday plus bank holidays.
• Modern office with a fantastic team to work alongside.
• Onsite parking
• Pension scheme

A SNAPSHOT OF THE FINANCE ADMINISTRATOR'S DAY:

• Act as first point of contact for clients supporting queries from both new and existing client's.
• Taking ownership for all tasks, monitoring progress, and ensuring all planned work is on time.
• Keep up to date and accurate records of Adviser charges and ensure they match Client agreements
• Keep an accurate record of new client leads.
• Process of new business and servicing changes on Provider platforms and update on CRM system.
• Produce and package full Client meeting packs for prospect client meetings and ensure new Client packs are available for each designated and allocated Adviser
• Assist with opening, scanning and distribution of incoming post. Processing of external post to meet pre-advised cut off time
• Produce and maintain updated POD reports of current service cases for advisors where needed.
• Assist with general hospitability- ensuring Boardrooms and Client Meeting rooms are fully stocked with refreshments, kept tidy and are secure.

This role reports directly to the Office Manager.

Does this sound like a good fit for you? Please read on for the essential skills our client is hoping you will be able to showcase:

• Experience working within a Financial planning/Financial Adviser's is ESSENTIAL.
• Strong Administration skills with High attention to detail
• Excellent communication skills
• Ability to work with Microsoft word, Excel and power point at an intermediate level.
• Ability to orginise and prioritise own work load.
• Strong relationship building skills
• Strong negotiation skills.

You may have experience in addition to this which we will be happy to discuss. If all the above aligns with your experience and you would like to learn more, we would love to hear from you.

Please send your CV and let’s discuss the role.

We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role, we will be in contact with you. If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

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