Financial Administrator
6 months ago
An exciting opportunity has arisen to join our successful company. We have been established for over 20 years as specialists in all areas of financial planning from retirement & pension planning to mortgage & protection and we are continuing to grow our business year on year.
We’re looking for an enthusiastic, proactive and personable individual who wants to help to grow our business through building relationships & delivers excellent client service first time, every time as a wealth administrator.
This is a fully office based role, benefits include a 4pm finish on Fridays & no weekend working
**Responsibilities**:
Working with the team to meet SLA levels
Review existing processes and procedures
Ensure all supporting documentation has been provided
Communicate regularly with Solicitors and Brokers through to legal completion
**Skills and Experience**:
Experience in wealth management essential.
Well organised, with an eye for detail.
Strong IT skills
The ability to work under pressure
A very strong work ethic and a focus on delivery
**Job Types**: Full-time, Permanent
**Salary**: £23,200.00-£25,000.00 per year
**Benefits**:
- Company pension
- Free parking
Schedule:
- Day shift
- Monday to Friday
- No weekends
Supplemental pay types:
- Yearly bonus
**Education**:
- GCSE or equivalent (preferred)
**Experience**:
- Administrative experience: 1 year (preferred)
Work Location: In person
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