Financial Administrator Bracknell

3 days ago

Bracknell, United Kingdom Truestar Talent Full time

**Financial Administrator with IFA Administrator Experience**:
**Location: Bracknell**:
**Basic: £35,000**:
**Additional benefits**:
**Health insurance, death in service and much more, this holistic IFA company gives all employees share options - they genuinely believe everyone should reap the rewards They are also thoroughly committed to investing in training for you**:
With a basic salary of £35,000, health insurance, death in service and much more, this holistic IFA company gives all employees share options - they genuinely believe everyone should reap the rewards Would you like to work for a client centric Wealth company who are also committed to investing in training for you?

With brand new offices, including free parking, right in the centre of a vibrant area filled with shops, cafes and bars

**Could this be you?**
This growing company is looking for a new Financial Administrator, to work as a dedicated resource for successful IFAs. Hybrid working offers two days per week working from home

**Does this describe you?**
- Recent experience working for an Independent Advice company
- Strong financial administration experience within financial services
- Proven ability to prepare and present analytical reports
- Intermediate/Advanced Excel
- Excellent communication skills
- A desire to develop your long-term career, and to use your initiative to support the team

In this role, you will be:
- Liaising with advisors and clients, providing a full range of admin support for the servicing of existing client investments, mortgages and pensions
- Liaising with clients on the telephone, answering incoming calls and taking messages
- Inputting, chasing and tracking any regulatory items both manually and on the database system
- Meeting and greeting visitors to the office

If you’re looking for a full-time, administrator role, with the flexibility of home and office-based work, and study support for professional exams, then this is the role for you

This is a fantastic opportunity for an ambitious, energetic and motivated individual to join a growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment

**Interested?**

If this sounds like the role for you, please forward a copy of your CV for immediate short-listing.

If you would like to discuss this role, or any others we may recommend to you, please do get in touch. Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you.

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