Financial Administrator

1 month ago


Wymondham, United Kingdom Cooper Lomaz Recruitment Ltd Full time

This is a key role within Cooper Lomaz Recruitment Ltd, supporting the Paraplanners, Advisors and Directors of the business.


The successful candidate will:
Possess a strong understanding of financial services terminology
Demonstrate exceptional administration skills
Be able to follow process and procedures
Work well within a business team
Be working towards CII or CISI qualifications

Responsibilities:

Responding to internal and external queries promptly
Diary and task management of client work
Assisting with implementing and improving administrative processes
Preparing and dispatching client valuation reports
Providing technical support to the Advisers and other team members
Answering technical client queries

In return, Cooper Lomaz Recruitment Ltd can offer:

£27,000 negotiable based on experience
Qualification support
Career progression
Flexible working
Early finish on a Friday

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