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Plus: Excellent Benefits including Private Medical Insurance, pension and DIS
My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on an IFA Financial Administrator who is looking for a new opportunity in Wealth Management. This firm place real value on their employees by on cultivating a supportive culture where everyone voices matters.
As a Financial Administrator, you will play a crucial role in supporting qualified advisers and paraplanners and ensuring the smooth operation of the firm. Your responsibilities will include dealing with client and advisor queries, LOA’s and valuations, preparing client valuations, data cleansing as well as supporting the office with tasks when required. You must have excellent communication skills, good organisation skills and a minimum of 12-month experience as a Financial Administrator in Wealth Management and have excellent communication and written skills.
This Financial Administrator is a fantastic opportunity for someone with a solid background in financial administration, excellent organisational skills, and a keen eye for detail. They seek individuals with flexibility, a positive attitude, and a strong team ethos. If you are looking to grow your career in a supportive and progressive environment, we encourage you to apply. Please do send your CV to Sam Negbenebor at Financial Divisions
