Financial Administrator

7 months ago


Stamford, United Kingdom Landmark IFA Ltd Full time

**Landmark IFA Ltd - Stamford** Full time

Landmark IFA, Wealth Management firm based in Stamford is looking for a Financial Administrator to join their busy team in Stamford, supporting a large team of professional Advisers.

The hours of work are 9.00am-17:00pm working in our Stamford Office.

Key skills and knowledge required:

- Previous experience within fast-paced financial planning practice
- Meet the day-to-day administration needs in an accurate and timely manner and in accordance with any agreed standards and procedures.
- To liaise/correspond effectively with Financial Advisers, Paraplanners and administration team
- To plan, prioritises and manage workloads effectively to meet targets and deadlines. Share any concerns or issues quickly, taking necessary steps to rectify.
- To respond in a professional and timely manner to incoming enquiries from customers with regard to all types of the department’s business using appropriate tools as necessary.

Personal Profile:

- Minimum of 1 years’ experience in the financial services industry or a desire progress in the industry by taking financial exams, which Landmark IFA LTD provided full support and funding.
- Have a professional, proactive, and positive attitude.
- Analytical with a keen eye for detail.

Standard Benefits:

- Company pension scheme
- Death in Service Cover
- 20 days holiday, plus Bank Holidays and time off at Christmas

Additional benefits
- Annual company get togethers
- Office snacks and refreshments

The successful applicant will have a working knowledge of Microsoft Office programs. In addition, applicants must be able to demonstrate the Right to Work in the UK.

Mrs. Lydia Merifield,

Administration Manager,

Warden's House,

4 Broad Street,

Stamford,

PE9 1PB

Landmark IFA, a Wealth Management firm based in Stamford, is looking for a Financial Administrator to join their busy team in Stamford, supporting a large team of professional advisers.

The hours of work are 9.00am-17:00pm working in our Stamford Office.

Key skills and knowledge required:

- Previous experience within fast-paced financial planning practice
- Meet the day-to-day administration needs in an accurate and timely manner and in accordance with any agreed standards and procedures.
- To liaise/correspond effectively with Financial Advisers, Paraplanners and administration team.
- To plan, priorities and manage workloads effectively to meet targets and deadlines. Share any concerns or issues quickly, taking necessary steps to rectify.
- To respond in a professional and timely manner to incoming enquiries from customers with regard to all types of the department’s business using appropriate tools as necessary.

Personal Profile:

- Minimum of 1 years’ experience in the financial services industry (desirable, although all training is provided).
- Have a professional, proactive, and positive attitude.
- Analytical with a keen eye for detail.

Additional Benefits:

- EOT Company
- Company pension scheme
- Death in service benefit
- Sickness policy (once completed probation period)
- 20 days holiday, week off between Christmas and New Year plus Bank Holidays
- Parking permit (working in the office 5 days)
- Social events

The successful applicant will have a working knowledge of Microsoft Office programs. In addition, applicants must be able to demonstrate the Right to Work in the UK.

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (required)

Work Location: In person

Reference ID: Indeed/LJM



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