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Financial Administrator

2 months ago


Leatherhead, Surrey, United Kingdom Financial Divisions Full time
Financial Administrator - Wealth Management Opportunity

We are seeking a highly motivated and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Graduate Financial Administrator, you will play a key role in supporting our wealth management team in delivering exceptional client service and ensuring the smooth operation of our financial planning processes.

Key Responsibilities:

  • Provide administrative support to our wealth planning team, including data entry, document management, and client communication.
  • Assist in the preparation of client reports, presentations, and other materials.
  • Contribute to the development and implementation of new processes and procedures to improve efficiency and effectiveness.
  • Collaborate with our operations team to ensure seamless day-to-day activities.

Requirements:

  • Recent graduate with a relevant degree in a field such as finance, accounting, or business.
  • Strong analytical and problem-solving skills, with attention to detail and accuracy.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to learn and adapt quickly, with a willingness to take on new challenges and responsibilities.

What We Offer:

  • Full training and support to help you develop your skills and knowledge.
  • The opportunity to study towards the Level 4 Diploma in Regulated Financial Planning.
  • A competitive salary and benefits package.
  • A dynamic and supportive work environment, with opportunities for career growth and development.

We are committed to providing exceptional client service and building strong relationships with our clients. If you are a motivated and detail-oriented individual with a passion for wealth management, we encourage you to apply for this exciting opportunity.