Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Financial Planning Administrator role requiring 2+ years in financial services, providing administrative support and exceptional client service at a wealth management firm.
Responsibilities
- Helping to resolve client queries
- Preparing for client meetings and maintaining positive client relationships
- Ensuring thorough preparation, review and management of client documentation
- Ensuring additional client requests are completed including all client post meeting actions
- Undertaking all processes required and managing intricate tasks
- Performing trading independently such as switches, withdrawals and contributions
- Dealing with providers regarding transactions and submissions
- Using platforms and systems to complete various duties ensuring data integrity and accuracy across all client records
- Managing portal activities
- Sharing knowledge and best practice and assisting in team training and strategic projects
Requirements
- 2+ years of experience in a professional environment, preferably within financial services
- Good understanding of financial products and FCA principles
- Full proficiency in Microsoft Office
- Good knowledge about different provider platforms
- Confident producing and analysing reports
- Good organisational skills with ability to manage different priorities
- Comfortable taking on new tasks and eager to develop technical knowledge and skills
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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