Finance Administrator

www.topfinancialjobs.co.uk - Jobboard; Cirencester; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services company in Cirencester is seeking a dedicated professional to join their supportive team. The role involves preparing client records, drafting reports, and gathering client information. Ideal candidates will have a strong background in financial planning and excellent communication skills, with opportunities for career growth.

Benefits

Structured career growth opportunities

Supportive, close-knit team

Friendly, high-performing environment

Qualifications

• Strong background in financial planning and report writing.
• Excellent analytical and communication skills.
• Previous financial services experience or actively working toward it.

Responsibilities

• Preparing and maintaining accurate client records.
• Drafting suitability letters and reports in line with company policy.
• Gathering information from clients and providers.

Skills

Financial planning

Report writing

Analytical skills

Communication skills

Job description

- Clear, structured career growth opportunities

- Be part of a supportive, close-knit team

- Work for a highly reputable and well-established company

Must-Haves:

- Strong background in financial planning and report writing

- Excellent analytical and communication skills

- Previous financial services experience (or actively working toward it)

- Driving license

So what you'll be doing:

- Preparing and maintaining accurate client records

- Drafting suitability letters and reports in line with company policy

- Gathering information from clients and providers

- Occasionally assisting with administrative tasks such as income matching and meeting scheduling

Helpful extras:

- Monday to Friday, 9am - 5pm hours

- Join a friendly, high-performing team

Don’t miss this opportunity to join a fantastic team! To APPLY NOW, please send your CV to Elina at i2i Recruitment today.

Our mission of 'Making Recruitment Personal' also means making recruitment fair. We are committed to reviewing every application with a focus on diversity and inclusion.

We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of whether it's successful.