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Financial Administrator

2 months ago


Basingstoke, Hampshire, United Kingdom Financial Divisions Full time

Wealth Management Firm Seeks Experienced Administrator

Our client, a reputable financial services company, is seeking a skilled Financial Administrator to join their team. The ideal candidate will have a minimum of 2 years of experience in administration, with a strong understanding of end-to-end administrative processes in a wealth planning firm.

The successful candidate will be responsible for providing administrative support to a team of financial advisors, including drafting letters of authority, creating meeting packs, and updating the company's CRM system. They will also be required to communicate with clients, providers, and other stakeholders, as well as perform various ad hoc administrative tasks to ensure the smooth operation of the support function.

This is a secure and rewarding role that offers an excellent benefits package. The company is looking to offer a basic salary of between £30k - £33k, depending on the candidate's experience levels.

About the Role

  • Provide administrative support to a team of financial advisors
  • Draft letters of authority and other documents
  • Create meeting packs and other materials
  • Update the company's CRM system
  • Communicate with clients, providers, and other stakeholders
  • Perform various ad hoc administrative tasks

What We Offer

  • A secure and rewarding role
  • An excellent benefits package
  • A basic salary of between £30k - £33k, depending on experience