(JL9) Finance Administrator

Berkshire | £20,000.00 - 25,000.00 Per Annum

My client is an award-winning wealth management firm who are looking for a Dynamic individual to join their team as an Administrator to assist the Financial Advisors and Paraplanners in day to day planning and administration duties. A truly fantastic opportunity to be part of an ever-growing, well-established company.

The Company

Our client is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. Their clients include private individuals, families, charities and professionals, and they look after more than £23 billion on their client’s behalf.

Job description

Finance Administrator provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

You will be proactively developing and maintaining effective relationships with clients, colleagues and 3rd party firms. Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently. Preparing for client meetings and attend as and when required. Process all business in accordance with required processes & proactive pipeline management. Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.

The ideal candidate

The ideal candidate for this position will have operational experience within the financial services. They will be able to prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients. Candidates will need to have a professional telephone manner along with excellent written communication skills; to have an eye for detail and initiative - all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems.

You will have:

-2-5 years of operational experience within the financial services industry.

-Excellent standard of education ideally with Certificate in Financial Administration (CF1)/equivalent with a desire to further development through additional qualifications.

-A proven strong ethic of client service

Salary & Benefits:

-£20,000 - £25,000 per annum

-Pension benefits


-Long term career opportunity