Publié dans: Finance dans Preston | Posté: |
Financial Administrator
Location: Clayton-Le-Woods, Chorley (PR6)
Salary: £25,000 per annum
Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. James’s Place Wealth Management Plc.
An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing, Partner Practice. You will be part of a fast-paced team and will be employed by the Practice with full training and support provided.
The Role – Financial Administrator
This role will require the individual to undertake case preparation activities in support of the financial advisers’ work, including the collation and analysis of information through contacting third parties by telephone, producing illustrations and valuations, preparation of client files for meetings and production of client reports.
You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients.
Specifically, your role will involve:
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* Contacting third party providers by telephone to obtain information
* Meeting and greeting clients
* Answering and directing phone calls
* Preparing client files for the advisers’ meetings
* Managing the database of clients and spreadsheets of workflow
* Typing letters for clients and providers
* Producing reports for clients
* Submitting application forms
Full training on the relevant internal systems will be given.
About You - Financial Administrator
To be considered, you will need:
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* GCSEs in Maths and English Grade C or above
* Ability to build rapport and manage client relationships
* Attention to detail
* Good analytical skills
* Excellent Customer Service
* Excellent time management, prioritisation and planning skills
* Enthusiasm for becoming an authority on the financial planning options for clients
* Strong working knowledge of Excel, Word, and other Microsoft Office programs
It is essential that you are confident in dealing with third parties and can work with total discretion.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions.
SJP has funds under management in excess of £179bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
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