Financial Administrator

We are currently looking for a Financial Administrator to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This role requires an individual with a background working within a Financial Advisors and offers career growth, progression and a Hybrid working arrangement

Working hours:

• Full Time
• Hybrid-working basis (Monday to Thursday in the office & Friday WFH)

The successful Financial Administrator will be offered:

• Basic Salary up to £30,000
• Career Progression
• 25 days plus bank holidays
• Free Parking

To be considered for the role of Financial Administrator, you must have

• Previous administrative experience working within a Financial Advisors, either within Financial Administrator or Paraplanner role.
• Organised and efficient with excellent attention to detail
• Ability to prioritise and be proactive.
• Strong analytical and numerical skills
• Strong IT skills, specifically in Microsoft Word, Excel and Outlook

Financial Administrator responsibilities:

• Client Support: Acting as a point of contact for clients, managing queries, and helping with onboarding.
• Documentation & Compliance: Preparing, updating, and maintaining accurate client files, ensuring compliance with FCA regulations.
• Adviser Support: Assisting Financial Planners with meeting preparations, portfolio tracking, and, in some cases, processing new business applications.