Finance Administrator – Luton, Bedfordshire

Finance Administrator – Luton, Bedfordshire

One of our Luton-based Financial Services clients has an exciting opportunity for an Administrator to join their rapidly growing and highly successful team. You will be given a working environment where your contributions can make a real impact on the success of the business while providing scope to continue personal development and career progression if desired.

Job Purpose:

• Provide support to Client Relationship Managers in managing new and existing client relationships
• Ensure day-to-day client administration and queries are handled promptly and to high standards including the booking of meetings
• Manage the submission process of returned paperwork including keeping clients updated and chasing progress with platforms as needed
• Support the wider office administration tasks in conjunction. with the larger team

Key objectives:

1. Assist the company in providing a comprehensive financial planning service to clients

2. Strengthen client relationships through an effective and timely service

3. Deliver high-quality, compliant and ethical service to clients

4. Ensure paperwork and submissions are progressed accurately

Core Tasks:

• Manage client queries including investigation and response with escalation to Paraplanners, Office Manager or Adviser when appropriate

• Start of the week meeting with the administration team to prioritise workloads

• Prepare and provide clients with required paperwork related to their financial planning with appropriate tabbing and explanations

• Manage the submission process of returned paperwork including keeping clients updated and chasing progress with platforms as needed

• Ensure due diligence and other compliance documents in accordance with company policies are in place

• Provide clients with Reason Why Letters, quotes and illustrations

• Prepare and process the paperwork required for Estate Planning cases

• Handling inbound and outbound posts when required

• Manage allocation of income including uploading fee statements

• Support wider team with admin including LOA chasing, fact find keying, document scanning Experience, Education and Training

Experience:

1. Experience working within administration roles that include client management would be beneficial

2. Experience using CRM systems is desirable but not essential

Skills, Knowledge and Competencies:

1. Desire to achieve good outcomes for clients

2. Comfortable with IT systems

3. Strong attention to accuracy and detail

4. Organised and reliable

5. Flexible and able to work to tight deadlines

6. Ability to work in a team

Benefits: Annual Bonus, 25 days holiday and finish at 3 pm every Friday.