Financial Administrator

Financial Administrator Location: Kingsley, Hampshire Salary: 30,000 - 35,000, dependent on experience Job Type:Full-time, office-based An established independent financial adviser firm based in Kingsley is looking for an experienced Financial Administrator to join its friendly and supportive team. This is a great opportunity for a capable Financial Administrator with previous experience in financial services, wealth management, or an IFA environment. The role would suit someone who is highly organised, accurate, confident dealing with financial administration, and comfortable working in a professional office-based setting. As a Financial Administrator, you will provide essential support to a team of financial advisers, helping with day-to-day client administration, new business processing, provider liaison and case progression. This is a varied and fast-paced role where attention to detail and the ability to manage priorities will be important. The successful Financial Administrator will be involved in processing new business applications across pensions, investments, mortgages and protection products. You will maintain accurate client records, update workflows and client data using Intelligent Office, and liaise with providers including Fidelity, Aviva and Quilter. You will also prepare client review packs and documentation, support fund switches, rebalancing and risk profiling administration, process contributions and withdrawals, assist with fee calculations, and monitor ..... full job details .....