Financial Administrator
- Sheffield
- £25,000 per year
- Permanent
- Full-time
- Making outbound calls to new and existing clients to build relationships and generate interest.
- Managing and maintaining client records and ensuring all information is accurate and up to date.
- Preparing documentation and templated reports for third-party providers.
- Handling general office administration including filing, scanning, reporting, and dealing with post.
- Managing client communication by phone, email, and written correspondence in a professional manner.
- Supporting advisers and team members with the processing of information and client-related documentation.
- Logging and updating call outcomes within the CRM system.
- Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
- Experience in an administrative office role.
- Confident telephone manner and ability to make outbound calls.
- Excellent computer skills, including knowledge of Microsoft Word and Excel.
- Strong written and verbal communication skills.
- Competitive salary
- Company pension
- Life insurance
- On-site parking