Financial Administrator
1 month ago
**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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