Senior Financial Administrator

1 week ago


London, Greater London, United Kingdom CBSbutler Full time
CBSbutler - Senior Financial Administrator

We are seeking a highly skilled and organized Senior Financial Administrator to join our team at CBSbutler. As a key member of our financial services team, you will be responsible for providing administrative support in the processing of new business and service existing clients.

Job Responsibilities:

  • Processing of New Business: You will be responsible for processing new business and documentation in line with agreed service standards.
  • Support for Adviser/Client Appointments: You will provide support for adviser/client appointments, including the preparation of meeting packs and quotations.
  • Client Query Management: You will manage client queries and ensure that all issues are resolved promptly and efficiently.
  • Updating Systems: You will update systems and produce valuations as needed.
  • Administration Support: You will provide administration support and deal with fees queries.
  • Answering Calls: You will answer calls and coordinate meeting and room bookings.
  • E-Filing System: You will maintain an electronic filing system.

About You:

  • You will have worked in an administration role previously within financial services, preferably within a Wealth Management or Financial Advisors firm.
  • A broad knowledge of mortgage administration and new business processing would be desirable.
  • You will be an expert planner and able to organize and prioritize with ease.

Salary: £30,000 - £40,000 per annum.



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