Address
Form of work
SalaryRole: Senior Financial Administrator
Location: Remote working
Salary £30k to £35k
We are recruiting for a Senior Financial Administrator one of our partnership businesses. They are a highly successful wealth management business based in Berkshire, a business dedicated to providing outstanding customer service to their 900 clients.
They are looking to increase their dedicated and highly professional team who provide support to the principal and the growing advisor team. As a business, they have grown by more than 25% in each of the last 10 years as a direct result of personal recommendation from a highly loyal client bank.
The opportunity:
They are looking for the right individual to join our team providing support to the principal and our clients. The right individual will have an eye for detail, a sensible level of technical knowledge (although professional qualifications and not essential), but above all the desire to be part of a thriving team of experienced and dedicated professionals. A Background in administration in the wealth management arena is absolutely vital.
The role will include (but not limited to):
- Gathering information on the client’s behalf
- Liaising with pension and investment providers
- Regular contact with the financial advisers
- Preparing the relevant paperwork for client meetings
- Production of suitability reports
- Dealing with pension withdrawal requests
- Administrative duties to support the principal and the business.
The role gives the right individual the opportunity to work predominantly from home, but also to regularly meet with other members of the team at our weekly face-to-face meetings.
It is a full-time position and offers a degree of flexibility over working hours for the right candidate.
Salary -£30K-£35k
Paid holiday and company pension also provided. Other benefits are potentially negotiable for an exceptional candidate.
This is a fantastic opportunity for someone to join a growing business. Click below to apply and speak to our recruitment managers
