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Senior Financial Administrator

2 months ago

Kibworth Beauchamp, United Kingdom North Oak Recruitment Full time

North Oak Recruitment is seeking a skilled Administrator to support their Financial Planners in delivering exceptional client care and administrative services. The ideal candidate will have a strong background in administration, excellent IT skills, and the ability to work effectively in a team environment. Key responsibilities include:

* Scheduling and organizing client reviews with Financial Planners
* Preparing and producing high-quality client reports
* Providing general office administration support
* Maintaining excellent IT skills and proficiency in MS Office suite

The successful candidate will have at least 2 years' experience in a similar role, preferably in the financial or wealth planning sector. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply.