Financial Administrator
3 days ago
Job Title: Financial Administrator
Location: Goring-on-Sea
Salary: £30,000 - £35,000
Employment Type: Full-time or Part-time
About the Role:
We are seeking a detail-oriented and organized Financial Administrator to support our clients' dynamic team. As a key member of our team, you will play a crucial role in ensuring the smooth operation of our client services.
Key Responsibilities:
- Supporting financial planners with day-to-day administration, including managing client correspondence.
- Maintaining and updating client records using our systems.
- Assisting with the preparation of financial plans.
- Processing new business applications, client reviews, and follow-ups.
- Ensuring compliance with regulatory requirements.
- Developing skills to progress into a paraplanning role, writing reports, and conducting research.
Requirements:
- Previous experience in financial administration.
- Excellent organizational and communication skills.
- Ability to work in a fast-paced environment.
- Strong attention to detail and ability to maintain confidentiality.
What We Offer:
Opportunities for career growth and development.
A dynamic and supportive work environment.
A competitive salary and benefits package.
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