Financial Administrator

at  Blithe House Financial Management

We have a fantastic opportunity for a full-time Financial Administrator to join our expanding team between offices in Newton Le Willows and Stockton Heath.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within general office administration to ensure a first-class service is provided to internal and external parties. Experience of working in a Financial Planning Team would be preferred but is not essential.

JOB REQUIREMENTS

The right candidate will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. You will also be skilled in:

• Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
• Management and prioritising workloads.
• Excellent planning, organisational and multi-tasking abilities.
• Flexibility/ adaptability to cope with change.
• Excellent communication skills at all levels.
• A team player with a positive attitude.

· Good working knowledge of Intelliflo Office would be preferred but training can be provided

This role forms a key part of the team and, as such, you will be involved in the day-to-day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

• Client correspondence, written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Ensure that all financial planning client administration is carried out in accordance with the Firm’s procedures.
• Maintain client records on the company software and ensure the client and firm’s files are well presented, accurate and compliant.
• Taking phone calls, enquiries and requests, and handling them where appropriate.
• Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.