Financial Administrator

4 days ago


Stamford, Lincolnshire, United Kingdom RecruitMe Full time
Financial Administrator Opportunity

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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