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Financial Administrator

2 months ago


Basingstoke, Hampshire, United Kingdom Financial Divisions Full time
Financial Administrator Opportunity

We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will provide end-to-end administrative support to our 4 Advisers, ensuring the smooth flow of administrative tasks within the business.

Key Responsibilities:
  • Drafting and sending 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 other stakeholders
  • Performing ad hoc administrative tasks as required
Requirements:
  • At least 2 years of administration experience in a wealth planning firm
  • Excellent communication and organizational skills
  • Ability to work independently and as part of a team
What We Offer:
  • A competitive salary of £30k - £35k depending on experience
  • A secure and rewarding role with opportunities for career growth
  • An excellent benefits package

If you are a motivated and organized individual with a passion for administration, we encourage you to apply for this exciting opportunity. Please contact Samantha Negbenebor at Financial Divisions for more information.