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Financial Administrator

Hays Building
Southampton, Hampshire
£25000.0 - £30000.0 per annum + Up to £30k p/a D.O.E
Closing date
14 Feb 2024

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Job position
Contract Type
Full Time
Job Function

Job Details

Financial Administrator

Location: Central Southampton

Salary: Up to £30k (Negotiable D.O.E)

Responsibilities & Duties

Client Administration - Creating and maintaining client records, preparing client documentation, sending letters of authority, liaising with product providers etc.

Reviews - Preparing client review documentation, supporting financial planners in the delivery of reviews etc.

General Admin - Answering incoming calls, ensuring systems are up-to-date, allocating incoming post etc.

Experience Required

  • Must have a minimum 2 years' experience within financial planning or wealth management
  • Strong IT skills and an understanding of MS Excel
  • Highly organised
  • Excellent communication

What you'll get in return

  • Private medical insurance
  • 25 days holiday + bank holidays
  • Support with further qualifications
  • Cycle to work scheme

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Holly on 02382020105.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at


Company Profile

Hays Construction and Property consultants have unparalleled recruiting expertise and an in-depth knowledge of the UK jobs market.

We are fully committed to finding job seekers the right job for the right reason. We place building specialists into every kind of position, including building, construction, architectural, project management, surveying and engineering jobs.

Our expert consultants offer a personalised recruitment service and will give you careers advice to ensure that you achieve your work ambitions.

Visit for more information.


Company info

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