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Financial Support Administrator

4 months ago

Plymouth UK, South West England, United Kingdom Cathedral Appointments | South West Recruitment Full time

Salary up to £30k DOE | Plymouth | Office Based


Our client, one of the South West’s leading firms of Independent Financial Planners is seeking a Financial Support Administrator to join their team based in Plymouth.

Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and has an exciting opportunity for a like-minded individual to join their team.


Your responsibilities as a Financial Support Administrator:

  • Assisting with the reconciliation of Commission and Fee Statements
  • Maintaining and reconciling Excel cashbooks
  • Sage bookkeeping
  • Accurately updating and maintaining information on back-office systems, including policy valuation data
  • Responsible for property/office-related issues


Skills, Qualifications and Experience of the Financial Support Administrator

  • Experience of working in a similar role in Financial Services
  • Highly effective time management and organisational skills
  • Excellent communication and interpersonal skills (verbal and written)
  • Excellent IT skills and familiarity with Microsoft Office
  • Good literacy and numeracy skills


Your benefits:

  • Competitive salary DOE
  • Company Pension Scheme
  • 21 days holiday plus bank holidays, rising by 1 day per year for each year of service up to a max of 25 days
  • Option to buy or sell 5 days holiday per year
  • Friendly and supportive working environment


Note on Sponsorship: We regret to inform that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.


Recruitment Consultant: Georgia Parkhouse

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