Financial Administrator

An exciting opportunity has arisen for aFinancial Planning Administrator to join a well-established accountancy firm.

This role can be full-time or part-time offering excellent benefits and a salary range of £25,000 - £30,000for 36.25 hours work week.

As a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service.

You will be responsible for:

? Manage client records using the company's back-office system.
? Communicate with product providers and internal teams to implement financial advice.
? Partner with Financial Planners to ensure exceptional service delivery.
? Maintain compliance with regulatory standards and industry best practices.
? Contribute to process improvements and quality enhancement initiatives.
? Build and maintain meaningful relationships with clients.


What we are looking for:

? Previously worked as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator or in a similar role.
? Experience as an administrator in the financial services sector.
? Background in delivering outstanding client services.
? Strong attention to detail and excellent communication skills with clients and providers.
? Skilled with financial planning software and understanding of regulatory requirements.


What's on offer:

? Competitive salary
? 25 days plus bank holidays
? Pension scheme
? Private medical insurance
? Death in service benefit
? Access to health schemes
? Cycle to work scheme
? Employee assistance programme
? Enhanced maternity & paternity leave (after 1 year of service)


Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.

Important Information: We endeavour to process your personal data in a fair and transparent manner.

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