Financial Administrator
5 days ago
Financial Administrator Opportunity
Financial Divisions is seeking a highly organized and detail-oriented Financial Administrator to join our team in the Sutton office. As a Financial Administrator, you will play a crucial role in supporting our Advisers with end-to-end administration, ensuring the smooth flow of our support function.
Key Responsibilities:
- Drafting Letters of Authority (LOAs) and Letters of Variation (LOVs)
- Creating meeting packs and updating the internal CRM
- Answering client queries and communicating with providers and stakeholders
- Performing administrative tasks to support the Advisers
- Opportunity to do paraplanning work and pursue industry exams with support from our Directors
Requirements:
- At least 6-12 months of administration experience in a wealth planning firm
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
What We Offer:
- A competitive basic salary of £28k-£30k depending on experience
- An excellent benefits package, including PMI, DIS, and pension scheme
- Opportunities for career growth and professional development
About Us:
Financial Divisions is a boutique IFA with a strong reputation for providing high-quality financial advice to HNW retirees, City professionals, and families with varying levels of assets. We are committed to delivering exceptional service and building long-term relationships with our clients.
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