Financial Administrator

Job Title: Financial Administrator

Location: Liverpool City Centre

Salary: £22,000 - £28,000

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We are seeking a dedicated Financial Administrator to support our Independent Financial Advisors. This role involves a variety of tasks including gathering information, conducting research, and ensuring excellent client servicing. The ideal candidate will be responsible for maintaining accurate records and preparing essential documentation for meetings and business submissions.

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Responsibilities:

• Liaise with product providers, human resources, other third parties, and clients to gather detailed personal financial information
• Conduct in-depth analysis of various types of financial contracts
• Respond promptly to client enquiries regarding their existing arrangements and any changes in circumstances
• Keep the back-office system updated with client information and provider contacts
• Prepare packs for meetings, including completing application forms, fact-finding, producing accurate illustrations, and understanding remuneration requirements
• Accurately put business on the system with commission/fee expectations and prepare paperwork for scanning
• Produce detailed review reports and portfolio valuations for client review meetings

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About You:

• Experience in a similar financial administrative role is preferred
• Knowledge of financial products and services
• Excellent organisational and communication skills
• Proficiency in using office systems to manage and update client information
• Ability to prepare and manage documentation for client meetings and business submissions
• A proactive approach to client servicing and problem-solving

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Benefits:

• Competitive salary based on experience and qualifications
• 25 days holiday entitlement per year
• Death in service benefit: 4 times salary
• Pension: 9% (5% employer contribution)