Financial Administrator
other jobs GCB Recruitment
Added before 3 Days
- England,East of England,Norfolk,Norwich
- Full Time, Permanent
- £28,000 - £30,000 per annum, inc benefits
Job Description:
We are currently looking for a Financial Administrator to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This role requires an individual with a background working within a Financial Advisors and offers career growth, progression and a Hybrid working arrangement
Working hours:
*Full Time
*Hybrid-working basis (Monday to Thursday in the office & Friday WFH)
The successful Financial Administrator will be offered:
*Basic Salary up to £30,000
*Career Progression
*25 days plus bank holidays
*Free Parking
To be considered for the role of Financial Administrator, you must have
*Previous administrative experience working within a Financial Advisors, either within Financial Administrator or Paraplanner role.
*Organised and efficient with excellent attention to detail
*Ability to prioritise and be proactive.
*Strong analytical and numerical skills
*Strong IT skills, specifically in Microsoft Word, Excel and Outlook
Financial Administrator responsibilities:
*Client Support: Acting as a point of contact for clients, managing queries, and helping with onboarding.
*Documentation & Compliance: Preparing, updating, and maintaining accurate client files, ensuring compliance with FCA regulations.
*Adviser Support: Assisting Financial Planners with meeting preparations, portfolio tracking, and, in some cases, processing new business applications.
Working hours:
*Full Time
*Hybrid-working basis (Monday to Thursday in the office & Friday WFH)
The successful Financial Administrator will be offered:
*Basic Salary up to £30,000
*Career Progression
*25 days plus bank holidays
*Free Parking
To be considered for the role of Financial Administrator, you must have
*Previous administrative experience working within a Financial Advisors, either within Financial Administrator or Paraplanner role.
*Organised and efficient with excellent attention to detail
*Ability to prioritise and be proactive.
*Strong analytical and numerical skills
*Strong IT skills, specifically in Microsoft Word, Excel and Outlook
Financial Administrator responsibilities:
*Client Support: Acting as a point of contact for clients, managing queries, and helping with onboarding.
*Documentation & Compliance: Preparing, updating, and maintaining accurate client files, ensuring compliance with FCA regulations.
*Adviser Support: Assisting Financial Planners with meeting preparations, portfolio tracking, and, in some cases, processing new business applications.
Job number 3364999
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Company Details:
GCB Recruitment
Company size: 10–19 employees
Industry: Recruitment Consultancy
As one of the leading specialist recruiters in the UK, GCB Recruitment specialises in recruiting across the UK and overseas for the Land, New Homes, T...