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Financial Administrator

2 months ago

London, Greater London, United Kingdom Financial Divisions Full time

Financial Administrator Opportunity

Financial Divisions is seeking an experienced Financial Administrator to provide dedicated support to a top-performing Financial Adviser. This is an exceptional opportunity to join a progressive and personable team and contribute to the growth of a thriving client base.

Key Responsibilities

• Provide administrative support to the Financial Adviser, including meeting preparation, note-taking, and client onboarding

• Process client transactions, including draw downs and annual reviews

• Collaborate with the Adviser to develop and implement effective client strategies

• Maintain accurate and up-to-date records and reports

• Work closely with the Adviser to identify and capitalize on new business opportunities

• Develop and maintain strong relationships with clients and other stakeholders

Requirements

• 2-3 years of experience in a similar role within a financial services practice

• Strong administrative and organizational skills

• Excellent communication and interpersonal skills

• Ability to work in a fast-paced environment and prioritize tasks effectively

• Strong attention to detail and accuracy

What We Offer

• A dynamic and supportive work environment

• Opportunities for professional growth and development

• Competitive salary and benefits package

• Flexible working arrangements, including the option to work from home

• Ongoing training and support to ensure success in the role

• A collaborative and inclusive team culture

How to Apply

For more information about this opportunity, please contact Camilla Howden at Financial Divisions.