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Financial Administrator with Supervisory opportunity - Surrey - £35,000-£42,000

Financial Divisions
Posted 17 hours ago, valid for a month
Location

Leatherhead, Surrey KT24 6TB, England

Salary

£36,000 - £45,000 per annum

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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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  • The position is for an experienced Financial Administrator to support financial advisors working with ultra high net worth clients.
  • Candidates should have relevant experience in financial administration and are encouraged to apply if they are looking for career progression.
  • The role offers a competitive salary along with performance-based bonuses, as well as comprehensive health and wellness programs.
  • Home working is available after training, and there is potential for the right candidate to lead a team of Financial Administrators.
  • The company promotes a supportive workplace culture with opportunities for professional development and regular team-building activities.

Are you an established Financial Administrator looking to settle into a company who offer a stunning work environment, supporting one Financial advisor per Administrator for esteemed ultra high net worth clients, making this a technical and interesting role? If so, then this could be the right opportunity for you! This role also offers home working after training and you will join a very setted low turn over team. Should you wish, there is the opportunity to lead the team of Financial Administrators and impart knowledge and training to any new starters.

As a Financial Administrator, you will play a vital role in supporting financial advisors who work closely with high-net-worth clients. In this well-structured firm, each financial advisor is paired with a dedicated financial administrator, ensuring personalised and efficient service. Your responsibilities will include:

  • Preparing and processing client documentation with meticulous attention to detail.
  • Managing client accounts and maintaining accurate records.
  • Assisting in the preparation of financial reports and presentations.
  • Coordinating client meetings and follow-ups to enhance relationships.
  • Responding to client inquiries, ensuring an outstanding customer experience.

What is offered:

Our client is committed to creating a supportive and enriching workplace culture. They provide an exceptional benefits package that includes:

  • Competitive salary with performance-based bonuses.
  • Comprehensive health and wellness programmes.
  • Opportunities for professional development and career progression.
  • A collaborative environment that fosters teamwork and personal growth.
  • Regular team-building activities and social events that celebrate success.

If you are an experienced Financial Administrator looking to elevate your career in a prestigious setting, we encourage you to apply. This is a fantastic opportunity to be part of a forward-thinking firm that prioritises the well-being of its employees.

How to Apply:

To express your interest in this exciting opportunity, please submit your CV to Laura at Financial Divisions

Apply now in a few quick clicks

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.