Financial Administrator – Coulsdon

Type of Position: Financial Administrator - Coulsdon Pay: £25k - £35k Our client is looking for a Financial Administrator to join their team in Coulsdon, Surrey. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record client communications (written, oral, or electronic) including client-related communications with third parties on the client’s file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy, ensuring all required compliance documentation is present and correct. Work with the Financial Adviser to discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information required to assess the client’s needs and formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives, including preparation of tax calculations where necessary. Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required, including pre-completion of documentation ready for clients to check and sign. Assist and provide support with administrative functions, such as new business processing, income matching, collating and providing management information, and organizing future planning meetings with the client on behalf of the Financial Adviser. Key Skills: Understanding of the Financial Planning process Able to work within defined business processes Ability to achieve agreed outcomes without supervision Prioritise and plan own workload Detailed and accurate Articulate Excellent interpersonal skills, both written and verbal Ability to multitask and prioritise effectively Good report writing skills Ability to work independently and in a team Knowledge & Experience: Experience of maintaining good working relationships in the delivery of financial advice services or a similar environment Ability to assess information, make comparisons, and identify critical features Ability to acquire, update, and apply new skills and knowledge Set own goals and deliver agreed targets Retain supporting records for review.

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