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Financial Administrator

icon building Company : Recruitment22
icon briefcase Job Type : Full Time
icon geo-alt Halesowen, West Midlands (County)

Job Description - Financial Administrator

  • Financial Administrator Opportunity
  • Excellent Benefits
  • Progression through to Paraplanner & Adviser if desired
Financial Administrator - Halesowen - £30,000

We're working with a growing Financial Advice business who are in need of a Financial Administrator. A Financial Administrator who has experience supporting Financial Advisers, who wants to join a business where they can further their career.

You will:
  • Process new business
  • Process fund switches and transfers
  • Prepare client review packs
  • Complete portfolio illustration requests
  • Arrange client meetings for Financial Advisers
  • Liaise will clients, advisers and 3rd parties and handle queries and requests

If you have this experience your keen to apply, your benefits will include:
  • Professional industry exams paid for and study supported.
  • 25 days holiday (exc. Bank holidays)
  • Holiday Purchase scheme
  • In-House Training Academy
  • Annual Salary Review
  • Day-off on Birthday
  • Life Assurance & Pension
  • Progression through to Paraplanner & Adviser if desired
Apply now or contact Richard at Recruitment22 for more information.
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