Assistant Financial Administrator

4 days ago


Godalming, Surrey, United Kingdom Office Angels Full time
Job Description
In this exciting role as an Assistant Financial Administrator, you will provide administrative support to our financial advisers, assisting with tasks such as preparing meeting packs, creating post-annual reviews, and ensuring compliance checks are carried out accurately. You will also be responsible for maintaining accurate client records, performing data management tasks, and liaising with clients through secure messaging systems, email, or telephone.

Responsibilities
- Preparing meeting packs and creating post-annual reviews
- Maintaining accurate client records and performing data management tasks
- Assisting with document preparation and client correspondence
- Liaising with clients through secure messaging systems, email, or telephone

Requirements
- Previous experience in a Financial Services administration role or similar
- Strong organizational and communication skills

Benefits
- Salary up to £30,000 (dependent on experience) + benefits package
- Opportunity to gain hands-on experience and acquire necessary qualifications
- Work-life balance with flexible working hours
- Professional development and progression opportunities


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