Senior Financial Administrator/Report Writer
2 weeks ago
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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