Financial Administrator Role

9 hours ago


Preston, Lancashire, United Kingdom Hays Accounts and Finance Full time
Job Overview
  A reputable Chartered Financial Planning firm based in Penrith seeks an experienced Paraplanner. The company prides itself on providing a supportive work environment, excellent benefits, and high-quality expertise.

Key Responsibilities
  
  • Collaborate with Financial Planners to prepare for client meetings.
  • Verify the accuracy of client records, data entry, and calculations.


Requirements
  Previous experience as a Paraplanner or Administrator within a Financial Advisory organisation is necessary. Familiarity with Intelligent Office systems is advantageous but not essential.

Benefits
  This role offers a competitive salary: £35,000 - £40,000 per annum, 28 days of annual leave, access to the pension scheme, company sick pay, maternity, paternity, and adoption pay, flexibility to suit work-life balance, and company events.

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