Job Description

Role: Financial Administrator

Benefits

Fully funded exams appropriate to your role

Time off for exams/revision (subject to prior agreement)

Pension Scheme enrolment

Healthcare Plan (after probationary period)

Discretionary Bonus Scheme

Early 1pm finish on a Friday

Key Skills

Experience in providing support within a Financial Advisers

Understanding of the financial planning process

Ability to prioritise and plan own workload

Articulate, both written and verbally and able to interact with clients in a professional manner

An exciting opportunity for a competent Administrator with experience in a Financial Advisers who will assist our IFA's and Paraplanners with planning and preparation for client recommendations.

The ideal candidate will have experience within the finance sector and be organised, accurate and have a keen eye for detail.

Main Duties to include:

Support the Financial Advisers with preparation of files Assist with the submission of new business applications Ensure appropriate data is accurately recorded and updated on Company back-office systems Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures. Maintain communication channels open with clients to assist with ah hoc enquiries or instructions
Job Type: Full-time

Pay: 24,000.00-30,000.00 per year

Benefits:

Company pension Cycle to work scheme Health & wellbeing programme Private medical insurance
Experience:

Financial Advisers Office: 1 year (required)
Work Location: In person