Financial Administrator

3 months ago


Cardiff, United Kingdom Antony George Recruitment Full time

**Responsibilities**:

- Assist financial advisers and paraplanners with administrative tasks.
- Collaborate with the team to optimise internal efficiency and enhance the overall client experience.

**Requirements**:

- Initiative, dynamism, and a strong work ethic are essential traits.
- Dedication and self-motivation are key, as the business operates on a trust-based approach without micromanagement.
- Minimum 1 year of experience in the financial advice industry.
- Strong oral and written communication skills.
- Ability to work effectively within a team and demonstrate respect for colleagues.
- Experience with an IFA CRM back-office system, preferably Intelligent Office, is desirable.
- Alignment with the long-term business strategy and a genuine interest in contributing to the growth of the business.
- Office-based role.
- Flexibility with working hours.

**What’s on offer**:

- Opportunity to join a progressive and growing business that values and supports its staff.
- Competitive salary range of £25,000 to £28,000 with potential for career advancement.
- Competitive holiday allowance.
- Company pension scheme.
- Strictly no weekend work.

**Job Information**:

- Category Financial Administrator- Reference JOB-1609- Benefits 21 days holiday + bank holidays + Christmas off + birthday off, company pension- Created Published 3 months ago- Location



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