Finance Administrator
other jobs noImageCompanyTwo
Added before 8 Days
- England,London,City of London
- Full Time, Contract
- £30,000 - £35,000 per annum
Job Description:
*2-3+ years’ experience within an IFA or financial planning environment.
*Strong attention to detail, numeracy and literacy skills
*Understanding of the advice process
Finance Administrator
Central London
12 month fixed term | Full-time | Office-based
Salary: £30,000-£35,000pa DOE
We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London. This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services.
The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service.
Key Responsibilities: *Maintain accurate client records and manage all associated administration
*Prepare and submit applications in line with internal procedures and compliance standards
*Process fund switches, valuations, LOAs and client review actions
*Liaise with product providers, advisers and clients, providing regular progress updates
*Support advisers with review preparation and client documentation
*Manage workflows, activity lists and contribute to month-end figures
*Participate in team meetings and ongoing training
*After year one, progress to handling more technical cases and queries
Skills & Experience Required: *1–2 years’ experience in a financial services administration role
*Understanding of the advice process and exposure to pensions, investments or retirement products
*Strong attention to detail, numeracy and literacy skills
*Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous)
*Highly organised, discreet and able to work under pressure
*Proactive, analytical and keen to develop a career in financial services
What’s on Offer: *Clear career progression and increased earning potential
*Company benefits and structured training
*Sociable, professional and supportive office environment
This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business.
Click apply below to be considered.
*Strong attention to detail, numeracy and literacy skills
*Understanding of the advice process
Finance Administrator
Central London
12 month fixed term | Full-time | Office-based
Salary: £30,000-£35,000pa DOE
We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London. This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services.
The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service.
Key Responsibilities: *Maintain accurate client records and manage all associated administration
*Prepare and submit applications in line with internal procedures and compliance standards
*Process fund switches, valuations, LOAs and client review actions
*Liaise with product providers, advisers and clients, providing regular progress updates
*Support advisers with review preparation and client documentation
*Manage workflows, activity lists and contribute to month-end figures
*Participate in team meetings and ongoing training
*After year one, progress to handling more technical cases and queries
Skills & Experience Required: *1–2 years’ experience in a financial services administration role
*Understanding of the advice process and exposure to pensions, investments or retirement products
*Strong attention to detail, numeracy and literacy skills
*Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous)
*Highly organised, discreet and able to work under pressure
*Proactive, analytical and keen to develop a career in financial services
What’s on Offer: *Clear career progression and increased earning potential
*Company benefits and structured training
*Sociable, professional and supportive office environment
This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business.
Click apply below to be considered.
Job number 3401712
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