Finance Administrator

Your new companyWe are seeking a proactive and highly organised Finance Administrator to join our growing team. We are a well-established organisation based in Preston with a rich history and our ethos is all about putting the clients'' interests first. This role will provide essential support to the business in the way of advisers and paraplanners, helping to deliver a high-quality service to our clients.The ideal candidate will have experience in Administration and will be keen on progressing their career within financial services in years to come. This is a fantastic opportunity for someone who thrives in a fast-paced environment and takes pride in accuracy and client service. This role will offer progression as the business grows.Your new roleDuties and responsibilities will include: Provide comprehensive administrative support to the wider business within Finance and projects. Maintain accurate client records and CRM systems in line with company standards Communicate effectively with clients, providers, and internal teams Submit Letters of Authority and collate plan information for research and analysis Prepare client packs for annual review meetings Assist with income reconciliation processes Handle incoming enquiries professionally, including meeting and greeting clients Support general business operations and assist colleagues when required Ensure all work meets service level agreements and maintains high data accuracy Adhere to company policies, procedures, and ..... full job details .....