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Cooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking a Financial Administrator to join their team. This is a key role and the successful candidate must be able to offer exceptional support to the Paraplanners, Advisors and Directors of the business.
The successful candidate will:
- Understanding of financial services terminology
- Strong administration skills
- Ability to follow process
- Work well within a business team
- Working towards CII or CISI
Responsibilities:
- Responding to internal and external queries promptly
- Diary and task management of client work
- Assisting with implementing and improving administrative processes
- Preparing and dispatching client valuation reports
- Providing technical support to the Advisers and other team members
- Answering technical client queries
In return my client can offer:
- 27,000 negotiable based on experience
- Qualification support
- Career progression
- Flexible working
- Early finish on a Friday
