Senior Financial Administrator/Report Writer

2 weeks ago


Chesham Bois, Buckinghamshire, United Kingdom Reed Full time

Job Title: Senior Financial Administrator/Report Writer

Job Summary: We are seeking a highly skilled Senior Financial Services Administrator to join our team. The ideal candidate will have experience in client support administration and report writing, with a strong background in financial services.

Key Responsibilities:

  • Support Financial Advisors with administrative tasks, including client bank management and report writing
  • Collate and maintain client files, ensuring accurate and up-to-date information
  • Assist with the completion of suitability reports, using templates and research tools
  • Provide excellent communication skills, both verbally and in writing, to clients and providers
  • Diary management and general office duties

Requirements:

  • Minimum 5 years of experience in a similar role
  • Strong knowledge of financial services and regulations
  • Excellent communication and organizational skills
  • Ability to work independently and as part of a team

What We Offer:

  • A competitive salary of up to £50k
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment

About Us: We are a leading recruitment agency, specializing in financial services recruitment. We pride ourselves on our commitment to excellence and our ability to deliver high-quality candidates to our clients.



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