Financial Administrator

2 days ago


Bracknell, United Kingdom Truestar Talent Ltd Full time

Financial Administrator

Location: - Bracknell, Berkshire

Full Time

Permanent

**What's on offer for the Financial Administrator?**
- Package basis salary up to £35,000
- Share options
- 28 days holiday
- Pension
- Health Insurance
- 4 x Death in Service
- Study support for professional exams
- Opportunity to develop long term career e.g., paraplanning or financial adviser

Due to continued expansion, a new Finance Administrator is required to join this rapidly expanding financial service provider. You will be working as a dedicated resource to one or two financial advisers.

The company offers an excellent friendly work environment and the opportunity to be part of a fantastic team of people. This is a great opportunity for someone with administration experience to join the company.

This role offers hybrid working (2 days per week from home) and would require an immediate start.

**What will the Finance Administrator be doing?**
- Liaising with advisors and clients, providing full range of admin support to all servicing requirements of existing clients Investments, Pensions and Mortgages
- Liaising with clients on the telephone, answering incoming calls and taking messages, meeting and greeting visitors to the office
- Updating the database

**What does the Finance Administrator need?**
- A solid financial administration experience within financial services
- Knowledge and understanding of financial administration process
- If you are DipFA or part DipFA this would be advantageous
- Good communication skills
- Intermediate/Advanced Excel.
- Proven ability to prepare and present analytical reports
- A desire to learn and the ability to pick things up quickly
- A team player
- Ability to use your own initiative.

This is a superb opportunity to join this organisation who really look after their staff and your future ongoing career with them.

If you would like to find out more about this exciting experience please forward a copy of your CV, followed up by an informal chat.



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