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Financial Administrator

2 months ago


Chelmsford, Essex, United Kingdom GCB Recruitment Full time

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.