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+ Alton (Hampshire) Offices, Hybrid working after probation, excellent benefit package
My client is a well-established independent financial advice business based in Hampshire who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across London. If you're looking to join a forward-thinking business, then this will be the right career move for you.
The Position - Financial Administrator
Assisting the IFAs in the preparation of files and records for clients
Reviewing processes
Onboarding new client’s information onto their system
Liaising with third parties to gain information on client’s current policies
Acting as the first point of contact for all client communication
Good knowledge of Microsoft Office, would be very advantageous
Excellent organisation skills and good work ethic
Our client is open to recruiting a candidate with 1 year of administration experience or a highly experienced administrator with 3+ years of experience who is well versed on end-to-end admin in a wealth planning firm. The role will be based in the office in London. Your duties will include but are not limited to: drafting LOA's, LOV's, creating meeting packs, answering client queries, speaking to providers and other stakeholders, updating the internal CRM and any other ad hoc administrative tasks to help the smooth flow of the support function within the business. A very secure and rewarding role is on offer with an excellent benefits package. The Directors are looking to offer between £25k - £32k basic salary depending on your experience levels.
If this Financial Administrator role sounds of interest or any other roles, I am working on please get in touch. For more details, please contact Sam Negbenebor at Financial Divisions.
