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Financial Administrator
2 months ago
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
- 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
- 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.