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Financial Administrator

GCB Recruitment
Posted 8 days ago, valid for 22 days
Location

Chelmsford, Essex CM3 4SX, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exciting opportunity has arisen for an experienced Administrator in the finance industry to join a leading Financial Planners in Chelmsford.
  • The position offers a competitive salary of £28,000 along with benefits such as career progression, healthcare, and 20 days holiday plus bank holidays.
  • Candidates must have experience working in a Finance Advice practice and possess excellent customer service and communication skills.
  • The role includes responsibilities such as processing new business applications, assisting with suitability reports, and supporting Advisors.
  • The working pattern is Monday to Friday, and applicants should be organized with strong IT skills and attention to detail.

Are you an experienced Administrator with knowledge of the finance industry? We have a new and exciting opportunity for you to join our client who is offering a great position with career progression, a strong salary and benefits! 

Our clients leading Financial Planners based in the Chelmsford area, are currently looking to recruit a Financial Administrator to join their team due to business growth.

Working Pattern:

  • As a Financial Administrator, you'll be required to work Monday to Friday

The successful Financial Administrator will be offered: 

  • £28,000 basic 
  • Career Progression
  • Qualifications funded and supported
  • 20 days holiday plus bank holidays
  • Parking
  • Healthcare (after the qualifying period)

Requirements for the role of Financial Administrator:

  • Experience working in Finance Advice practice
  • Experience or understanding of financial process.
  • Excellent customer service and interpersonal skills
  • Ability to work on own initiative and as part of a wider team
  • Strong communication skills; both written and verbal 
  • Attention to detail
  • Organised
  • Strong IT skills

Key responsibilities will include but will not be limited to:

  • Processing new business applications
  • Assisting with suitability reports
  • Booking client reviews
  • Supporting the Advisors
  • Dealing with incoming calls and e-mails

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.