Financial Administrator To Paraplanner - Chatham - Gbp30K + Bonus-Career

My client is seeking a highly skilled and motivated Financial Administrator that is working towards their Level 4 Diploma qualification to join their dynamic team in Chatham. This is a fantastic opportunity for a dedicated individual to contribute to the success of our organisation while enjoying study aid and career progression.

They take a very comprehensive approach to providing advice, getting to know their clients, all of whom are locals, both personally and professionally. Their clients, who are mainly families, retirees, and small business owners, have between GBP500k and GBP5m of investable assets. They provide whole of market advice on Pensions, Investments, Tax Planning, IHT, Retirement Planning, Trusts, Mortgages, and some Protections.

Financial Administrator Key Responsibilities:

• Financial Management: Efficiently handle financial transactions, including invoicing, expense management, and reconciliation.

• Reporting: Generate accurate financial reports to support decision-making processes.

• Compliance:Ensure adherence to financial regulations and internal policies.

• Documentation: Maintain organized and up-to-date financial records for auditing

• Communication: Collaborate with internal teams and external stakeholders, providing financial insights and support.

Requirements:

• Working towards their Level 4 Diploma.

• Proven experience in financial administration or a related role.

• Strong understanding of financial regulations and compliance.

• Excellent attention to detail and analytical skills.

• Proficient in relevant financial software and Intelligent Office.

Benefits:

• Competitive Salary: GBP30,000 per annum.

• Study Aid: Support for further professional development and educational pursuits.

• Career Progression:Opportunities for career growth within the organisation.

• Work-Life Balance:Flexible working hours to promote a healthy work-life.

• Team Collaboration:Join a collaborative and supportive team environment.

If you are a working towards your Level 4 Diploma qualification and are currently a Financial Administrator with a passion for finance and a drive for success, I would love to hear from you. Please submit your CV to Joanna Clark.