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Financial Administrator

2 months ago

Marlborough, Wiltshire, United Kingdom Cameron James Full time
Financial Administrator

We are seeking a highly skilled and experienced Financial Administrator to join our team at Cameron James. As a key member of our Wealth Management department, you will play a vital role in providing exceptional administrative support to our clients and internal teams.

Key Responsibilities:
  • Client correspondence and communication
  • Processing new business and client onboarding
  • Preparation of client review packs and reports
  • Arranging client meetings and managing adviser diaries
  • Illustration requests and financial planning administration
  • Maintaining accurate and compliant client records
  • Providing exceptional customer service and support
Requirements:
  • Proven experience in a Financial Planning or Wealth Management environment
  • Excellent communication and interpersonal skills
  • Strong organizational and time management skills
  • Proficiency in IT and office software packages, including Teams, Outlook, Word, and Excel
  • Ability to work in a fast-paced environment and prioritize tasks effectively
What We Offer:
  • Competitive salary and benefits package
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment
  • Recognition and rewards for outstanding performance