Financial Administrator

2 weeks ago


Chippenham, United Kingdom Lonsdale Services Full time

**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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