Financial Administrator
10 hours ago
Are you an experienced Senior Financial Administrator working within a financial planning or advice practice? Are you looking for a new role with a small practice with a personal touch? Does working in a very client centric business and supporting advisersprovide the highest quality advice sound appealing?
My client are based in outside Fleet with a small but practical office set up with ample parking and local amenities. My client financial advice to both private clients on whole of market products. The business has been operating for 2+ years but the PrincipalAdviser has been working in Financial Advice for 30 years. They are in need of another full-time financial administrator who is experienced in an financial planning/wealth management. **However the intention is that this role can progress to be the Office Manager.**
A broad range of experience and knowledge across a variety of financial products will be advantageous (Pensions, Investments, Protections, Mortgages etc.) The role will office based. If you are sitting any exams then my client will support you with yourstudies but what qualifications you have is not a deal breaker for my client, experience rather than exams is more important.
My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting. Cultural fit will be very important to my client. My client are looking to offer circa £30k. If a supportiveenvironment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you. If this role sounds of interest or any other roles Iam working on please get in touch.
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Administrator - Mortgages
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