Senior Administrator

7 days ago


Gerrards Cross, Buckinghamshire, United Kingdom Wardour Financial Planners Full time

Job Overview

We are seeking a skilled and experienced professional to join our team at Wardour Financial Planners as a Senior Administrator. The ideal candidate will have a strong background in financial services and possess excellent administrative and organisational skills.

Key Responsibilities

  1. Assist in financial planning activities and analysis under the guidance of financial advisors, providing comprehensive support in financial planning and analysis.
  2. Conduct research and gather data to support client financial plans, ensuring accurate and timely delivery of results.
  3. Prepare financial reports and documents for client meetings, utilising various software tools for administrative tasks.
  4. Communicate effectively with team members and clients to ensure smooth operations, providing exceptional customer service and support.

Required Skills and Experience

  1. Proficient in time management to handle multiple tasks efficiently, prioritising tasks and meeting deadlines.
  2. Strong background in financial services with knowledge of financial planning principles, including financial analysis and reporting.
  3. Excellent administrative skills, with proficiency in Microsoft Office and other software tools.
  4. Ability to analyse financial data accurately, identifying trends and areas for improvement.
  5. Strong organisational skills, with the ability to manage tasks effectively and prioritise responsibilities.

Benefits and Compensation

  • Competitive salary range of £35,000.00-£40,000.00 per year.
  • Bonus scheme and performance bonus opportunities.
  • Company pension and financial planning services.
  • Free parking and a supportive work environment.


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