Financial Administrator

Financial Administrator

Are you an organised and detail-oriented professional looking to advance your career in financial services? We’re seeking a dedicated Financial Administrator to join a reputable and well-established wealth management firm. This is a fantastic opportunity to play a pivotal role in supporting a dynamic team that provides exceptional financial advice and services.

What you'll be doing

• Preparing and maintaining accurate client records.
• Liaising with clients, advisers, and third parties to manage documentation and queries.
• Supporting the financial advisory team with administrative tasks, including processing applications and tracking their progress.
• Ensuring compliance with industry regulations and internal procedures.
• Contributing to a seamless and professional client experience.

Requirements

• Previous experience in a similar administrative role, ideally within financial services.
• Strong organisational and multitasking abilities, with excellent attention to detail.
• Proficiency in Microsoft Office Suite and familiarity with CRM systems.
• Outstanding communication skills, both written and verbal.
• A proactive attitude and a team-player mindset.

This is your chance to become part of a collaborative and forward-thinking organisation that values its employees and fosters professional growth. With a commitment to delivering bespoke financial solutions, this company provides a supportive environment where your contributions make a tangible impact.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been short listed for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.