Financial Administrator

Focus Search & Selection; Sevenoaks; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a reputable wealth management firm as a Financial Administrator, where you'll play a crucial role in supporting a dynamic team. This position offers a fantastic opportunity for an organised and detail-oriented professional to contribute to exceptional financial advice and services. You'll be responsible for maintaining client records, liaising with clients and advisers, and ensuring compliance with industry regulations. The company fosters a collaborative environment that values employee contributions and supports professional growth. If you're ready to advance your career in financial services, this is the role for you!

Qualifications

• Experience in a similar administrative role, ideally in financial services.
• Strong organisational and multitasking abilities with excellent attention to detail.

Responsibilities

• Preparing and maintaining accurate client records.
• Liaising with clients and advisers to manage documentation.
• Supporting the financial advisory team with administrative tasks.

Skills

Organisational Skills

Attention to Detail

Communication Skills

Multitasking

Proficiency in Microsoft Office

Familiarity with CRM Systems

Education

Experience in Financial Services

Tools

Microsoft Office Suite

CRM Systems

Job description

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Are you an organised and detail-oriented professional looking to advance your career in financial services? We’re seeking a dedicated Financial Administrator to join a reputable and well-established wealth management firm. This is a fantastic opportunity to play a pivotal role in supporting a dynamic team that provides exceptional financial advice and services.

What You'll Be Doing

• Preparing and maintaining accurate client records.
• Liaising with clients, advisers, and third parties to manage documentation and queries.
• Supporting the financial advisory team with administrative tasks, including processing applications and tracking their progress.
• Ensuring compliance with industry regulations and internal procedures.
• Contributing to a seamless and professional client experience.
  
  

Requirements

• Previous experience in a similar administrative role, ideally within financial services.
• Strong organisational and multitasking abilities, with excellent attention to detail.
• Proficiency in Microsoft Office Suite and familiarity with CRM systems.
• Outstanding communication skills, both written and verbal.
• A proactive attitude and a team-player mindset.
  
  

This is your chance to become part of a collaborative and forward-thinking organisation that values its employees and fosters professional growth. With a commitment to delivering bespoke financial solutions, this company provides a supportive environment where your contributions make a tangible impact.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been short listed for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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