Entry Level Financial Administrator-Full-Time-Career Progression-Bristol-£22,000 - £27,000
Bristol, South West England 1+ months ago
Job Description
(Depending on Experience) Onsite Parking My client is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across the U.K. The business has very ambitious plans to expand and grow organically and they are looking for a Financial Administrator to assist with the client side of the business. So, if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The role - Financial Administrator Assisting the IFAs in the preparation of files and records for clients Reviewing processes Onboarding new client’s information onto their system Liaising with third parties to gain information on client’s current policies Acting as the first point of contact for all client communication Good knowledge of Microsoft Office, would be very advantageous Excellent organisation skills and good work ethic My client is very open with regards to what they can offer a candidate career-wise. The Financial Administrator role would be suitable for a candidate at the beginning stages of their career, who has either some basic knowledge of the Private Client Wealth Management Sector, or who has worked within an FCAregulated environment, or even 6 months plus office administration experience and is looking for a more structured career opportunity. The firm is growing following numerous recommendations and referrals so the there is a plenty of scope for a rewarding career. The role is on offer with an excellent benefits package . The Directors are looking to offer between 22,000- 27,000 depending on your experience levels. They would like someone to be office based to begin with, with the option of hybrid working after passing probation can be discussed. If this Financial Administrator role sounds of interest or any other roles, I am working on please get in touch. For more details, please contact Sam Negbenebor at Financial Divisions.
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