Financial Administrator

About the company

This is a fantastic opportunity to join a busy and supportive Wealth Management team where you’ll play a central role in supporting Advisers, clients and providers while helping deliver a first-class client experience.

Requirements

If you thrive in a fast-paced environment, enjoy variety in your day and love being the person who keeps everything running smoothly, we’d love to hear from you.

What We’re Looking For

• Experience within Financial Planning or Wealth Management
• Strong communication skills with a professional and friendly approach

• Excellent organisation and multitasking abilities
• High attention to detail and accuracy

• Confidence using systems such as Outlook, Word, Excel and Teams
• Ability to learn platforms including IO and provider systems

• A positive, team-oriented mindset

What we offer

£30,000 – £32,000 DOE + excellent benefits Are you an organised, proactive and people-focused administrator looking to build your career within Financial Services?

How to apply

Interested? Get in touch to learn more.

Other

What’s On Offer · 25 days holiday + bank holidays · Holiday purchase scheme · In-house training academy & ongoing development · Annual salary reviews · Birthday day off · Life assurance & pension Enhanced parental leave This is an excellent opportunity for a motivated Administrator looking to grow their career within a respected and supportive Financial Planning environment.