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Financial Administrator
2 months ago
We are seeking an experienced Financial Administrator to join our client's team in Chelmsford. As a Financial Administrator, you will be responsible for processing new business applications, assisting with suitability reports, and supporting the Advisors.
Key Responsibilities:
- Processing new business applications
- Assisting with suitability reports
- Booking client reviews
- Supporting the Advisors
- Dealing with incoming calls and e-mails
Requirements:
- Experience working in Finance Advice practice
- Experience or understanding of financial process
- Excellent customer service and interpersonal skills
- Ability to work on own initiative and as part of a wider team
- Strong communication skills; both written and verbal
- Attention to detail
- Organised
- Strong IT skills
What We Offer:
- £28,000 basic
- Career Progression
- Qualifications funded and supported
- 20 days holiday plus bank holidays
- Parking
- Healthcare (after the qualifying period)
About Us:
GCB Agency Recruitment Ltd is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.