PA / Financial Administrator - London

Type of Position: PA / Financial Administrator - London

Pay: £28k - £33k

Our client is seeking a Financial Administrator to join their expanding team in London. The role involves providing administrative support to financial planners to maintain existing client relationships, grow business, and assist in onboarding new clients.

Key duties and responsibilities:

• Provide high-level technical and administrative support to advisers.
• Handle client and third-party queries effectively through communication.
• Prepare files with compliance documentation, research, illustrations, and supporting documents.
• Ensure files are complete with all required client identification and application forms.
• Manage pipeline and process applications accurately, recording necessary information.
• Request and follow up on information from third parties.
• Collate information for paraplanners.
• Progress applications with product providers, advisers, clients, and third parties to ensure timely completion.
• Record completion dates and maintain documentation.
• Maintain and grow existing client relationships and assist in acquiring new clients.
• Coordinate internal projects and optimize resource use to enhance customer satisfaction.
• Monitor and measure client satisfaction.

Person Specification:

Knowledge and experience:

• Experience in client servicing (desirable).
• Experience in data collation and entry (desirable).
• Experience in cash flow management (desirable).

Skills and behaviours:

• Excellent face-to-face and telephone client interaction skills, with the ability to build rapport quickly.
• Excellent written communication skills.
• Proficiency in Microsoft Office (Outlook, Word, Excel, Power Query, OneNote, Teams).
• Strong attention to detail.
• Effective time management and multi-tasking abilities.
• Calmness under conflicting demands and effective handling of challenges.
• Positive attitude at all times.
• Ability to work independently and as part of a team.
• Openness to change and creative problem-solving skills.
• Professionalism and discretion in dealing with people.

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