Are you an organised and proactive individual who thrives in a fast-paced financial services environment?
Do you enjoy supporting advisors, working closely with clients, and ensuring everything runs smoothly behind the scenes?
Are you confident building relationships, handling administration with precision, and delivering a high-quality client experience?
If you’re looking for a role where you can develop your skills, be part of a supportive team, and play a key role in financial planning processes, this Financial Administrator opportunity could be the perfect fit!
As a Financial Administrator, your responsibilities will include…
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Working closely with customers as well as Financial Advisors & the extended team
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Supporting the Advisors, booking & preparing for meetings, organising paperwork etc
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Completing & chasing letters of authority, resolving remuneration queries & admin support
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Proactively calling clients & answering incoming calls whilst working with industry providers
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Completing fact finds, attitude to risk forms & money laundering checks
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Becoming involved in & support with post-meeting admin & delivering a high-quality service
We’re looking for a Financial Administrator, with the following skills and experience…
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Ideally at least 6 months experience in financial services with knowledge of ISAs & Pensions
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Experience with completing pre-meeting admin & have the ability to build rapport
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Confident, warm, kind, positive, motivated & proactive with a strong work ethic
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Good standard of numeracy and a flair for communication, both written & verbal
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Super strong organisational skills and high attention to detail
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Strong knowledge of financial planning tools, products & Microsoft Office
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Use of Wealthcraft/Curo is desirable
In return, the successful Financial Administrator will receive a salary of £25,000 to £30,000, plus the following benefits…
To apply for this Financial Administrator position, send over your CV today
