Financial Administrator

Job Title: Client Administrator

Location: Knutsford

Salary: £28,000 - £33,000

We are a well-established Wealth Management company providing financial services to private and corporate clients. We are seeking an experienced Financial Administrator to join our fast-paced client servicing team. The successful candidate will deliver administrative and technical support to the Partners & Advisors, covering a broad range of daily tasks. Knowledge of Wealth Management products and specific experience with St. James’s Place would be highly advantageous

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• Serve as a point of contact for clients and third parties, responding to general enquiries by telephone and email
• Prepare documentation for Partner and Advisor meetings
• Complete follow-up client correspondence after meetings and all associated tasks
• Assist in organising seminars & conferences
• Update and input client information onto internal CRM systems
• Gather and chase information from third-party providers and pass to the relevant team
• Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly
• Liaise with Head Office and admin centres as required
• Attend forums and workshops for personal development

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• A positive ‘can do’ attitude
• Ability to work as part of a team, as well as independently in a busy office environment
• Confident communication skills with team members, advisors, and clients both face to face and on the phone
• An excellent level of knowledge and understanding of all Microsoft programmes
• Proficiency in using CRM systems, experience with Salesforce is beneficial
• Excellent organisational skills, with the ability to manage and prioritise workloads
• A flexible approach to day-to-day activities, adapting to the needs of the business
• A high level of attention to detail

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• Competitive salary.
• Full training provided with opportunities for career progression
• Flexitime working available

Apply today and we will be in touch!