Financial Administrator
4 days ago
Location: Stamford
Salary: £23,000 - £25,000 DOE
We are seeking a highly organized and detail-oriented Financial Administrator to join our team at a successful wealth management firm in the Stamford area. The ideal candidate will provide administrative support to financial advisers, ensuring seamless day-to-day operations and exceptional client service.
Key Responsibilities:
- Provide administrative support to financial advisers, including data entry, document preparation, and record-keeping.
- Assist with client onboarding, including gathering and verifying client information.
- Maintain accurate and up-to-date records, ensuring compliance with FCA regulations.
- Develop and implement efficient administrative processes to improve productivity and reduce errors.
Requirements:
- Previous experience in an IFA office or similar administrative role.
- Knowledge of FCA regulations and compliance procedures.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a close-knit team.
What We Offer:
A competitive salary and benefits package, as well as opportunities for professional growth and development in a dynamic and supportive work environment.
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