Financial Administrator
2 weeks ago
Are you a motivated and organized administrator looking to take your career to the next level? Do you have a passion for delivering exceptional support in a fast-paced financial services environment?
We're seeking a talented administrator to join our dynamic team at Exchange Street Claims & Financial Services. As a key member of our support team, you'll play a vital role in ensuring the smooth operation of our financial planning services.
Key Responsibilities:
- Provide administrative support to our financial planners, including processing new business and dealing with providers
- Assist with preparing for client meetings and maintaining accurate records
- Contribute to the growth and development of our practice through your skills and expertise
What We Offer:
- A competitive starting salary of up to £35,000 (dependent on experience)
- Flexitime and the opportunity to work from home (2 days per week)
- Free on-site parking and a range of employee benefits
- Ongoing training and development opportunities to support your career growth
About Us:
We're a well-established and respected IFA practice with a strong reputation for delivering exceptional client service. Our team is passionate about helping individuals and businesses achieve their financial goals, and we're committed to creating a positive and supportive work environment.
Requirements:
- At least 1 year's experience as an administrator in a financial planning firm
- Excellent communication and organizational skills
- A keen desire to learn and grow with our practice
If you're a motivated and organized individual with a passion for delivering exceptional support, we'd love to hear from you. Please submit your application, including your CV and a brief introduction, and we'll be in touch to discuss further.
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