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Financial Administrator - 1 day in the office per week - Up to £34k basic salary

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

Newbury, Berkshire RG14 2LA, England

Salary

£27,200 - £34,000 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 a Financial Administrator at a Chartered IFA based in Newbury, with a remote working option of one day in the office per week.
  • The salary for this role ranges from £28k to £34k, and candidates should have relevant experience in financial administration, particularly with Intelligent Office software.
  • The ideal candidate will be responsible for client services and back-office administration, reporting to an Operations Manager and possibly supporting an adviser.
  • The company emphasizes staff wellbeing and offers a comprehensive study support package for those pursuing a level 4 diploma, along with opportunities for career advancement.
  • Part-time candidates are also considered, and the firm has a good reputation for providing solid financial advice to high-net-worth clients.

Financial Administrator - Chartered IFAOffices in Newbury - Remote RoleLots of flexible working - 1 day in the office per week £28k - £34k basic salaryMy client is a Chartered boutique wealth planning business with offices across the Southeast who have been operating for many years with significant financial backing. I have met the Directors twice and placed close to 10 staff into the business including administrators, paraplanners, advisers and compliance professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of c. 20 staff with 5 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services.A vacancy has come available for an experienced Financial Administrator who can administer all the necessary client services and back-office administration from start to finish. You will report into an Operations Manager, and you may be allocated your own adviser to support. Experience using Intelligent Office is a MUST HAVE. My client will consider a more junior candidate, but they must have the right attitude and willingness to get stuck in and learn.The role can offer extensive flexibility, but you will be asked to come to the offices near Newbury perhaps once a week, this will be more once you are being inducted. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies, but this role would be suitable for a career administrator. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £28k - £34k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. My client will also consider candidates on a part-time basis - who can work 4 days per week.If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.

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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.