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Junior Financial Administrator - St Albans - up to £30k - Discretionary Bonus, 25 Days Holiday+...

Financial Divisions
Posted a day ago, valid for 17 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 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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  • My client is seeking a Financial Administrator to work alongside Financial Advisers and Analysts, providing exceptional client service.
  • The role requires a keen eye for detail and the ability to thrive in a dynamic environment, with opportunities for progression for exceptional candidates.
  • Applicants should have at least A-Level education or equivalent work experience, with experience in Financial Services being advantageous.
  • Proficiency in MS Office is required, and while experience with Intelliflo is helpful, it is not mandatory.
  • The salary for this position is competitive, and candidates should possess a self-motivated attitude and excellent organizational skills.

+ Excellent benefits package

My client is seeking a Financial Administrator to work alongside Financial Advisers, Analysts, and the Client Support Team to deliver exceptional end-to-end service. This role is ideal for a highly professional individual with a keen eye for detail, who thrives in a dynamic environment where priorities may shift to meet the time-sensitive needs of clients.

For candidates demonstrating exceptional skills, there are opportunities for progression to senior administrator, paraplanner, or financial adviser roles. This company is committed to employee development and growth.

Key Responsibilities:

  • Provide exceptional client service, fostering and maintaining strong client relationships
  • Prepare documentation packs for advisers ahead of client reviews and meetings
  • Process letters of authority and manage information requests
  • Maintain accurate and updated client records, including data entry and file management
  • Gather portfolio and fund performance data from platforms
  • Prepare client correspondence, including letters and emails
  • Assist with incoming and outgoing post
  • Maintain office supplies, including stationery and branded materials
  • Ensure financial transactions are accurate and FCA-compliant
  • Arrange client meetings and provide timely updates on case statuses
  • Share responsibility for answering inbound calls and greeting visitors
  • Contribute to project work and assist with ad-hoc tasks as needed

The ideal candidate will possess a polite and professional demeanour, along with excellent telephone communication skills. Strong written communication abilities, including accurate grammar, are essential. Applicants should be educated to A-Level standard or have equivalent work experience in technical processing. Experience in Financial Services or client servicing roles is advantageous. Proficiency in MS Office is required, and while experience with Intelliflo is helpful, it is not mandatory. The ability to quickly learn new technical systems and product knowledge is crucial. Candidates must demonstrate high attention to detail and possess excellent organisational skills. A self-motivated attitude, along with energy, enthusiasm, and flexibility, is important, as is the capacity to work effectively both as part of a team and independently.

To apply, please send your CV to Joanna Clark.

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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.