Financial Administrator

4 days ago


Worcester, United Kingdom HOORAY Recruitment Full time

Do you have an interest in the financial services and wealth sector? Are you looking to join a global financial services company? Would you like to work for a company that offers excellent training and career support?

That's great - can we talk?

Our client is looking for a Financial Administrator to provide supportive administrative services to the Wealth Advisors and to be the first point of contact with the Client Liaison team in order to deliver a first-class service to clients.

**Benefits**:

- 25 days holiday per year.
- A generous pension scheme.

What are the day-to-day responsibilities of the role:

- Arrangingclient meetingsand managing the Consultants diaries.
- Workingwith the Client Liaison and Paraplanning Team to produce client reports.
- Dealing with finance queries - invoices, billing, WIP, commissions, etc.
- Being thefirst point of contact for clients -handlinggeneral queries and escalatingcomplex queries to the Consultant.

Required Skills and Qualifications:

- Previous Financial or/and Professional Services experience.
- A solid understanding of Microsoft Office programmes-Word, Exceland PowerPoint
- Strong communication skills - verbal and written.

Hooray is acting as an agency on behalf of the client for this position.

Hooray is proud to be a corporate member of the REC, the recruitment industry’s leading professional body.

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