Financial Administrator

Our client is looking for a Financial Administrator to join this established St. James Place Partner practice. This is a hybrid role with only 2-3 days in the office per week.

The successful candidate must demonstrate high levels of competence and understanding of the requirements within the industry. They will provide support for all Advisers within the practice along with the rest of the in-house Paraplanner team based in the City.

Your duties will focus on completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are currently updated.

Reporting to the Practice Manager, your role will involve, but not limited to:

• Confident, numerate, IT proficient and professional individual
• Enjoy using your initiative and has a can‑do working style
• High degree of personal motivation and can manage your own workloads
• Ability to quickly become familiar with their IT systems
• Personable, presentable, punctual, and professional
• Excellent communication skills – both verbal and written
• Proven track record of great report writing skills
• Preparing technical analysis for client meetings using Excel / Voyant / Financial Express and creating and updating bespoke ‘Asset Allocation’ reports
• Experience and knowledge of Life, pension, and investment products
• Comprehensive knowledge of industry products and processes to enable you to feel and assist with all cases