Financial Administrator

1 month ago


Chelmsford, United Kingdom Recruit UK Full time

**Are you an experienced administrator looking for your next opportunity to develop your career?**

Our clients specialise in wealth management, investments, and employee benefits and work closely with their clients to ensure personalized advice is provided to suit their needs. They have a strong back-office team that supports their Advisers and are looking to expand this team.

**Your role will include, but not be limited to**:

- Preparing and package financial planning reports with advisers
- Preparing client letters
- Liaising with product providers
- Obtaining information from clients
- Maintaining accurate client information
- Assisting with annual reviews and onboarding of new clients
- Ad hoc duties where required

**Benefits for the administrator**:

- Salary of £22,000 - £24,000
- 25 days holiday
- Excellent well-being focused benefits
- 4x death in service
- 5% Pension contribution
- Income protection and life insurance
- Growth and development
- Successful and well establish planning firm

**Skills and experience required of the administrator**:

- Strong administration skills and experience
- Working in a client focused environment, providing exceptional service
- Knowledge of the Financial Service industry is ideal
- Working knowledge of Microsoft Office

**Salary**: £22,000.00-£24,000.00 per year

**Benefits**:

- Health & wellbeing programme

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: 8023



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