Financial Administrator
Financial AdministratorLocation: Kingsley, HampshireSalary: £30,000 - £35,000, dependent on experienceJob Type: Full-time, office-basedCompany: Protection & Investment LtdAn established independent financial adviser firm based in Kingsley is looking for a Financial Administrator to join its friendly and supportive team.This is a great opportunity for a capable Financial Administrator with previous experience or a competent Administrator with proven skills, ideally in in financial services, wealth management, or an IFA environment. The role would suit someone who is highly organised, accurate, confident dealing with financial administration, and comfortable working in a professional office-based setting.The RoleAs a Financial Administrator, you will be involved in a varied and fast-paced role, supporting financial advisers with client administration, new business processing and ongoing case management. The successful candidate will be organised, accurate, confident dealing with providers and clients, and comfortable working as part of a close-knit office-based team.Key ResponsibilitiesProviding administrative support to financial advisersProcessing new business applications across pensions, investments, mortgages and protection productsManaging client records and maintaining accurate documentationUsing Intelligent Office, IO, to update workflows and client dataLiaising with providers including Fidelity, Aviva and QuilterProcessing contributions, withdrawals and fee calculationsPreparing client review packs and documentationSupporting fund switches, rebalancing and risk profiling administrationMonitoring and progressing cases through to completionHandling client and provider queries professionally and efficientlyEnsuring compliance with company procedures and FCA requirementsSupporting the wider administration team where requiredSkills and Experience RequiredStrong organisational and administrative skillsExcellent attention to detail and accuracyConfident written and verbal communication skillsAbility to prioritise workload and work effectively within a teamProficient in Microsoft Office applicationsWhat Protection & Investment Ltd OffersFriendly and supportive working environmentOpportunity to work within an experienced financial services teamOngoing training and development opportunitiesStable, long-term career opportunityOffice-based role in Kingsley, HampshireHow to ApplyIf you are looking for a long-term opportunity with an established independent financial adviser firm, please apply today.Please submit your CV along with a short cover letter outlining your relevant experience and why you are suitable for the role.
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