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Financial Administrator

Financial Administrator

Advance Search & Selection Ltd

Posted 15 hours ago, valid for 25 days

Manchester, Greater Manchester M17 1DJ, England

£24,000 - £30,000 per annum

Full Time

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Sonic Summary

An award-winning financial services practice is looking to hire an experienced Financial Administrator with a salary of up to £28,000 per annum and full benefits.
Candidates should possess a good working knowledge of investments, pensions, and protection products, ideally with experience in an IFA practice.
The role involves processing and monitoring business through in-house systems, maintaining accurate client records, and preparing files for meetings.
Strong IT skills, particularly in MS Office, along with excellent organizational and communication skills, are essential for this position.
The company values high levels of integrity and attention to detail, particularly when handling confidential information.

Salary up to £28,000pa and full benefits

This is an award winning Financial services practice of with an excellent reputation. They are seeking to recruit an experienced Financial Administrator who has a good working knowledge of investments, pensions and protection products and ideally experience of working in an IFA practice.

Processing and monitoring of business (new and existing) through in-house systems.
Ensuring that all client records and data are maintained accurately and efficiently
Responsible for file preparation for meetings and existing business administration
Produce quotations
Strong IT skills, MS Office (PowerPoint, Word and Excel)
Excellent organisational and communication skills
Good numeracy skills with close attention to detail
High levels of integrity, handling confidential information and sensitive matters in a professional manner at all times

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include Financial Advisers, Compliance, Pensions, Paraplanners, Sales Support, T&C etc.

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