Back Posted: Oct 14 2025

Financial Administrator

Winnersh, Wokingham , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

Financial Administrator

Winnersh

£30,000 - £35,000

Part time 20 - 30 hours

My client is seeking a Financial Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors.

Duties

Quickly and effectively deal with queries from clients through clear and thorough communication.

Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO).

Collect, collate, and record client policy information and critical data in accordance with the principles of KYC.

Obtain policy information, quotes, illustrations, and product details.

New client on-boarding from initial contact until funds are invested.

Process and submit new business to providers and ensure applications are completed efficiently.

Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues.

Organising financial planning annual reviews with clients on behalf of the Financial Adviser.

Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements.

Be proficient sending critical client data by DocuSign and other electronic methods.

Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO.

Assist and work collaboratively with other members of the Administration and Paraplanning team.

Experience & Qualifications

Experience within an IFA related/Pensions or Investments - financial services industry.

Experience using iO is desired, but not essential.

Knowledge of investments, pensions, and family wealth planning.

Excellent written and verbal communication skills are essential.

Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: October 14, 2025
Job id:. CV-107206
Position Type: Permanent
Applicants: 0
Views: 1

Refer $50 Save job Free resume review Apply Now

Alert me to new jobs like this: Accountancy jobs in city Winnersh

Email address

Create alert

By continuing your agreeing to our term and conditions

Find us at:

Never provide bank account, credit card details or any other financial information, or make any form of payment, when applying for a job. If you are ever asked to do this by a recruiter on Pure Jobs please click the Report button or contact us with the advertiser's company name and the title of the job vacancy. You should not send any money to anyone. A genuine employer with a job offer would never ask you to do this.

Report this job

Report a job

If you're concerned about a job advert, let us know and our quality team will investigate.

Your name(*)

Invalid Input

Your email address(*)

Invalid Input

Please select you reason(*)

Additional information(*)

Invalid Input

Financial Administrator

Description

Find us at:

Report a job

Related Search:

Name Confidential

Job Seeker //

Employer //

About Us //

Follow //

PLEASE NOTE! WE USE COOKIES AND SIMILAR TECHNOLOGIES FOR THE BEST USER EXPERIENCES

Sign in to your account

Financial Administrator

Description

Find us at:

Report a job

Related Search:

Name Confidential

Similar Jobs

More jobs from this company

Job Seeker //

Employer //

About Us //

Follow //

Subscribe to updates from our blog

PLEASE NOTE! WE USE COOKIES AND SIMILAR TECHNOLOGIES FOR THE BEST USER EXPERIENCES