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Schools Financial Advisor
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Financial Administrator Assistant
2 months ago
Wealth Planning/Financial Advice Business
Our client is a reputable financial advice business with a long-standing reputation for delivering exceptional wealth planning and financial advice to clients across various regions. The business has a team of experienced advisers and a dedicated support staff who work closely with clients to provide tailored solutions for their financial needs.
A vacancy has arisen within the business for a Financial Administrator to support the team with end-to-end administrative tasks. The ideal candidate will have a minimum of 2 years of administration experience in a wealth planning firm and be proficient in drafting letters, creating meeting packs, and updating internal CRM systems. The role will involve working closely with advisers to provide administrative support, including answering client queries, communicating with providers, and performing other ad-hoc tasks as required.
The successful candidate will be based in the office near Basingstoke during their induction and onboarding period, after which they will be allowed to work from home. The role offers a secure and rewarding career path with an excellent benefits package, including a basic salary of between £30k - £33k depending on experience levels.
If you are a motivated and organized individual with a passion for administration and a desire to work in a dynamic and supportive team, please get in touch to learn more about this exciting opportunity.
