Financial Administrator

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