Financial Administrator

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.

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