Financial Planning Firm Administrator

4 months ago


Warwick, United Kingdom Cartesian Wealth Limited Full time

**Job Title**: Financial Services Administrator

**Location**: Office-based (Warwick)

**Type**: Full Time

**About the Role**:
**Key Responsibilities**:

- Manage and maintain client records and financial documents with strict confidentiality.
- Assist in the preparation and processing of financial reports and statements.
- Handle data entry and update financial databases with accuracy.
- Support financial advisor with administrative tasks.
- Coordinate and schedule meetings, appointments, and manage calendars.
- Assist in compliance checks and ensure adherence to financial regulations and company policies.
- Prepare and distribute correspondence and memos related to financial matters.
- Handle general office duties such as filing, photocopying, and maintaining supplies.

**Qualifications**:

- Proven experience in an administrative role within a financial services environment.
- Strong proficiency in Microsoft Office Suite and financial software.
- Excellent organizational skills with the ability to prioritise tasks.
- Strong numerical skills and attention to detail.
- Excellent verbal and written communication skills.
- Ability to work independently and as part of a team.
- Knowledge of financial regulations and compliance procedures.

**We Offer**:

- Competitive salary commensurate with experience.
- Opportunities for professional development and career progression.
- A supportive and collaborative work environment.
- Pension

**Application Process**:
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.

**Salary**: Up to £25,000.00 per year

**Benefits**:

- Company pension
- Flexitime

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Experience**:

- Financial services: 5 years (required)
- pensions: 3 years (preferred)

Ability to Commute:

- Warwick (required)

Work Location: In person



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