Financial Administrator

3 days ago


Bedford, United Kingdom Focus Search and Selection Full time

**Financial Administrator**

We have an Independent Financial Adviser firm in the Milton Keynes region who are looking for a Financial Adviser Administrator to provide support to a team of Independent Financial Advisers in their Milton Keynes office.

You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients. Our client has a strong focus on delivering a high quality of customer service which they pride themselveson.

**Responsibilities include**
- Day to Day client and provider enquiries
- Arranging meetings for the financial adviser
- Preparing literature for client meetings, including reports and valuations
- Inputting new business and maintaining client records on back-office systems in line with company and FCA compliance regulations.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.



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