Financial Administrator £25k-£32k-Full study support to level 4 diploma-near Bishops Sutton

Financial Divisions; Bristol; On-site; GBP 25,000 - 32,000; Full time

Job summary

An innovative and forward-thinking company is seeking a Financial Administrator to join their growing team. This role offers an exciting opportunity to contribute to a reputable firm known for its exceptional financial guidance. You will play a key role in supporting advisers and managing client relationships, ensuring smooth operations in a dynamic environment. With a competitive salary and full study support for a Level 4 diploma, this position is perfect for those looking to advance their career in financial administration. Join a dedicated team and help shape the future of financial advice!

Benefits

Full study support to Level 4 diploma

Comprehensive benefits package

Secure employment

Qualifications

• Experience in end-to-end administration at a wealth planning firm.
• Ability to manage client relationships effectively.

Responsibilities

• Provide administrative support to financial advisers.
• Assist in managing client portfolios and documentation.

Skills

Administrative Skills

Financial Planning Knowledge

Client Management

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

Financial Administrator £25k - £32k depending on experience - Full study support to level 4 diploma - Offices near Bishops Sutton (Hampshire)

Serving clients in Hampshire, Surrey, Berkshire, and Wiltshire, my client is an Independent Financial Advice firm that has established a solid reputation for offering the best guidance possible on investments, pensions, retirement planning, tax planning, IHT, trusts, mortgages, and protections. Around thirty people work for the company, including twelve advisers, serving about a thousand retirees, City professionals, and families with assets ranging from several million pounds to several hundred thousand pounds. If you're looking to join an innovative and forward-thinking company, this Financial Administrator role could be the perfect career move due to the company's ambitious growth plans.

The company is creating a new position for a Financial Administrator. Applications are welcome from junior entry-level candidates, those with one year of administrative experience, or highly experienced financial administrators with three or more years of experience in end-to-end administration at a wealth planning firm. The role will be based at offices near Alton. The position offers a comprehensive benefits package and secure, satisfying employment. The salary ranges from £25k to £32k, depending on your experience.

If you're interested in this role or other opportunities I am recruiting for, please get in touch. For more details, contact Sam Negbenebor at Financial Division.