Financial Administrator

Related keywords: coordinator remote jobremote job bankhybrid remote job

This page contains product affiliate links.

Job Overview

The role of Financial Administrator at Sound Financial is a pivotal position focused on client relationship management in the financial services sector. Based in Basildon, Essex, the position allows for a hybrid working model where employees can alternate between in-office and remote work. The annual salary starts at £30,000, with potential for negotiation based on experience.

About Sound Financial

Sound Financial is an innovative, client-centric financial planning firm currently undergoing strategic transformation. The firm aims to combine traditional values with innovative practices to better meet the needs of business owners while fostering long-lasting client relationships. Sound Financial prides itself on a collaborative and progressive work environment where teamwork and continuous improvement are key focal points.

Purpose of the Role

As a Client Relationship Coordinator, your primary mission is to enhance client satisfaction through efficient management of client communication and service delivery. This position is crucial for ensuring that clients receive quality service that aligns with their financial needs and goals.

Key Responsibilities

The responsibilities attached to this position can be categorized into three main areas:

Client Servicing

• Serve as the first point of contact for client inquiries, whether by phone, email, or in-person engagements.
• Prepare necessary documentation for clients pre- and post-meetings.
• Effectively manage client expectations to ensure high levels of satisfaction.
• Collaborate with the wider team to keep updates on client accounts accurate and timely.
• Handle administrative queries from clients swiftly.
• Assist in client meetings and ensure all service components are delivered on schedule.
• Maintain accurate and compliant client files.
• Follow-up on action items resulting from client meetings.

Business Processing

• Verify the completeness and accuracy of new business documentation.
• Ensure applications are processed efficiently, correctly, and compliantly.
• Liaise with product providers for timely and accurate client information.
• Record and track fees, ensuring that data is kept up to date.
• Handle fund adjustments, including top-ups, withdrawals, switches, and rebalances.
• Generate portfolio valuations as needed.

Reviews & Compliance

• Organize and support client review meetings.
• Prepare documentation needed for client reviews.
• Ensure compliance with Financial Conduct Authority (FCA) regulations and internal policies.

General Administration

• Manage the diaries and workloads of Financial Planners.
• Keep back-office systems updated with relevant records.
• Oversee incoming correspondence and manage post.
• Provide recommendations for process enhancements and operational efficiency.

Required Skills

To be a successful candidate for this role, applicants must demonstrate:

• At least 3 years of experience in financial services administration.
• Proficiency in supporting Financial Planners or Advisers within a customer-facing role.
• Excellent interpersonal skills to foster trust and confidence among clients.
• An organized, methodical approach with great attention to detail.
• Ability to challenge existing processes and maintain professional boundaries when necessary.
• Familiarity with financial planning tools and back-office systems, including but not limited to Transact and cash flow planning tools.
• Strong independent multitasking capabilities, allowing for prioritization of workloads to meet deadlines.
• Exceptional written and verbal communication skills.

Benefits

Working with Sound Financial offers a variety of attractive benefits, including:

• Flexible Hybrid Working arrangements based on business needs.
• 12 Wellbeing Days per year in addition to 22 Days of Holiday, plus recognized bank holidays.
• Unique policies that allow time off to celebrate personal milestones such as birthdays and child-related events.
• Quarterly Team Socials and Monthly Team Building activities to promote camaraderie.
• An annual allowance of £1,000 for personal development, supporting continuous learning and growth.
• Options such as the Cycle2Work Scheme to promote health and wellness.
• Life cover equivalent to 4 times the salary and a YuLife Reward Gateway for added employee benefits.
• Enhanced maternity and paternity leave policies to ensure a supportive family environment.

Conclusion

Joining Sound Financial as a Financial Administrator positions you within a rapidly evolving firm that values its employees and offers significant career development opportunities. Through a blend of remote and in-office work, you’ll be able to enhance your professional growth while contributing meaningfully to client interactions and overall satisfaction. If you possess the required skills and are excited about being part of a collaborative organization, this role presents an excellent opportunity.

This job offer was originally published on jooble.com