Job Description
An excellent opportunity has arisen within a firm of Chartered Financial Planners based in Surbiton, Surrey, who offer independent financial planning and investment management services throughout the UK. This is a new position for a full-time Administrator within their business, aimed to commence on the 1st April 2025.
About the role
As a Financial Administrator you will be working in a professional yet relaxed environment, alongside advisers and paraplanners. Responsibilities will include:
- Providing administrative support to advisers and paraplanners.
- Assisting in the preparation and processing of client documentation and financial transactions.
- Preparing meeting materials for advisers and greeting clients on arrival.
- Processing of new business and provider applications.
- Maintain accurate client records and progress logs.
- Dealing effectively with incoming phone calls.
- Communicating with providers, collating information, and providing updates to colleagues & clients.
About the rewards
For the role of Financial Administrator there is on offer:
- A starting salary of £26,000 to £30,000 per annum, dependent upon existing experience/qualification.
- Bonus structure.
- Flexible working hours.
- Opportunity to develop into other roles, including paraplanner and adviser, if desired.
- Support for professional qualifications and personal development.
About you
To be successful for the role of Financial Administrator you must have / be:
- Relevant financial services industry experience.
- IT literate with a good working knowledge of Microsoft Office suite.
- Familiar with back-office, analytics and online provider systems.
- Able to take ownership for the accurate completion of all assigned work.
- A proactive approach to problem solving and a desire to deliver the best outcome for clients.
How to Apply
Please note that eRecruitSmart is advertising the role of Financial Administrator on behalf of the Hiring Company and your CV will be sent to the Hiring Manager who is responsible for the vacancy that you have applied to. Please only apply if you consent to these terms.
You must reside in and have eligibility to work in the UK. Please note, only suitable applicants will be contacted. If your address and contact details are not on your CV, you will not be considered.
We look forward to hearing from you!
