Financial Administrator
2 weeks ago
**About us**
Lonsdale Services is a small business in Chippenham. We are professional, customer-centric, inclusive, and our goal is to help clients achieve their personal and financial goals.
Our work environment includes:
- Modern office setting
**Responsibilities**:
- Prepare client financial reports
- Work with Financial Product Providers to manage client investment plan
- Create and maintain client records on back office systems
- Create lifetime financial plans using cashflow software
**Salary**: £18,000.00-£26,000.00 per year
**Benefits**:
- Company pension
- Life insurance
- Private medical insurance
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Chippenham: reliably commute or plan to relocate before starting work (required)
**Education**:
- GCSE or equivalent (required)
**Experience**:
- Administrative: 1 year (preferred)
Work Location: One location
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