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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
