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Financial Administrator

2 months ago

Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full time
Financial Administrator Opportunity

We are seeking an experienced Financial Administrator to join our team at Financial Divisions in Sutton. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the end-to-end administration of our wealth planning services.

Key Responsibilities:
  • Drafting and sending letters of authority and other administrative documents
  • Creating meeting packs and updating our internal CRM system
  • Answering client queries and communicating with providers and other stakeholders
  • Performing administrative tasks to ensure the smooth flow of our support function
About the Role:

This is a secure and rewarding role with an excellent benefits package, including a basic salary of £28k - £30k depending on experience. You will have the opportunity to work with a dedicated Administration Manager and a team of experienced professionals in a dynamic and supportive environment.

Our client is a boutique IFA with a strong reputation for providing high-quality advice to HNW retirees, City professionals, and families with varying levels of assets. If you are a motivated and organized individual with a passion for administration, we encourage you to apply for this exciting opportunity.