Role: Financial Administrator

Location: Sutton Coldfield

Salary Range: £25,000 - £35,000 + Bonus

Our client is one of the Midlands' most progressive firms in the professional services sector, dedicated to providing comprehensive support to their clients. With over 40 years of experience, they offer quality and cost-effective advice across various services, including audit, payroll, and support.

The Role:

We are seeking a motivated and detail-oriented Financial Administrator to join our client's friendly team. This exciting role is perfect for someone with a keen interest in both professional services and financial services. This is a great opportunity to develop skills in Independent Financial Advice, including Pension, Investment, and Protection Advice.

What you will be doing:

· Performing general office duties, including answering phones, meeting and greeting clients, and managing stationery orders.

· Managing the database (SPS), onboarding clients, and ensuring compliance.

· Administering workflow to ensure deadlines are met for various projects.

· Communicating with relevant organisations as required.

· Filing documentation accurately and maintaining organised records.

· Managing client accounts and updating relevant information.

· Managing the database (XPLAN), onboarding clients, and maintaining updated client records.

· Preparing documentation packs for advisers ahead of client review meetings.

· Processing new business and preparing correspondence, client letters, and emails.

· Extracting information from various platforms and providers regarding client portfolios and fund performance.

About you:

· Knowledge and experience in professional services or financial services is desirable.

· High attention to detail is essential.

· Excellent communication skills, with the ability to work both independently and as part of a team.

· Proficient in Microsoft Word and Excel.

· A minimum of 2 years of office experience is essential.

· Good level of English and Maths is essential.

What you can expect:

· Competitive salary based on experience.

· Opportunities for professional development and career progression.

· A supportive and collaborative work environment.

· Flexible working arrangements to promote work-life balance.

Think this Financial Services Administrator role is right for you?

We'd love to hear from you. Click the 'Apply Now' button, send us your CV, and we'll get in touch regarding the next steps.

You could be right for the Professional Services Administrator position if you've previously worked as any of the following: Administrative Assistant, Financial Services Administrator, or similar.

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