Trainee Financial Administrator

The job will consist of working with financial advisors to complete written reports for clients and the background work required for both financial reviews and new business such as investments and pensions.

General skills and duties required listed below:

- Prepare and maintain financial records
- Assist in the preparation of financial reports
- Collaborate with internal teams & third party providers to gather financial information and support decision-making processes
- Maintain confidentiality of financial information and adhere to company policies and procedures
- Proficient in financial software and tools (e.g, Excel)
- Strong attention to detail and accuracy in data entry
- Excellent organizational skills with the ability to prioritize tasks effectively
- Strong analytical skills
- Ability to work independently as well as collaboratively within a team
- Effective communication skills, both written and verbal

Background knowledge in the sector is desirable but not essential as full training will be provided with career progression within the industry available such as a paraplanning position.

Pay: £22,500.00-£24,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person

Application deadline: 03/05/2024