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Financial Administrator

Financial Administrator

Recruit UK

Posted 13 hours ago, valid for 14 days

Leatherhead, Surrey KT24 6TB, England

Full Time

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Sonic Summary

Recruit UK is collaborating with a growing Wealth Management company to expand its UK Financial Administration team.
The Experienced Financial Administrator role involves managing daily financial administrative tasks such as coordinating client accounts and processing transactions.
The position offers a basic salary ranging from £30,000 to £35,000 along with excellent benefits, including up to 31 days of holiday and support for professional development.
Candidates should have proven experience in financial administration, ideally within the financial services industry, and a strong understanding of financial products and regulatory requirements.
Key skills required include excellent organisational abilities, time management, and proficiency in financial software like CRM systems and portfolio management tools, such as Intelliflo Office.

Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Administration team.

This role as an Experienced Financial Administrator involves handling day-to-day financial administrative tasks. You will be responsible for coordinating client accounts, processing financial transactions, and assisting with financial reports in a supportive team environment.

What’s in it for you?

Basic Salary of £30,000-35,000

They also offer excellent benefits which include the following:

Up to 31 days holiday
Support with professional development

Requirements:

Proven experience in financial administration, preferably in a similar role within the financial services industry.

Strong understanding of financial products, investment strategies, and financial planning.
Knowledge of regulatory requirements in the financial services industry.
Excellent organisational and time management skills.
Proficiency in financial software and tools, including CRM systems and portfolio management software - Intelliflo Office.

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