Financial Administrator

11 hours ago


Sutton Coldfield, Birmingham, United Kingdom Financial Divisions Full time
Financial Administrator Job Description

We are seeking an experienced Financial Administrator to join our team in the Sutton office. The successful candidate will provide end-to-end administration support to our Advisers, ensuring the smooth operation of our wealth planning business.

Key Responsibilities:
  • Provide administrative support to our Advisers, including data entry, document preparation, and filing.
  • Manage client records, including updating client information and maintaining accurate records.
  • Assist with the preparation of client reports and presentations.
  • Support the team with ad-hoc projects and tasks as required.
Requirements:
  • At least months of administration experience in a wealth planning firm.
  • Excellent communication and organizational skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Proficient in Microsoft Office, particularly Excel and Word.
What We Offer:
  • A competitive salary and benefits package.
  • The opportunity to work with a dynamic and supportive team.
  • Professional development and training opportunities.


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