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Senior Financial Administrator with progression - Beckenham - GBP30-33k

Employer
Financial Divisions
Location
Kent
Salary
30000.00 - 33000.00 GBP Annual
Closing date
1 Dec 2021

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Overview

Our Client, a locally based family Chartered Wealth Management Firm, are seeking to offer this opening to an experienced Financial Administrator with experience of supporting Financial Advisors to meet their Clients' needs. Perfectly located close to all transport links, this friendly team of people, who genuinely look after their staff, have increased their workload hence requiring someone to manage their day to day activities.

The Role

This Firm provides a high-quality service resulting in strong Client retention and steady flow of referrals/recommendations so your role will heavily support them-

  • Acting as first point of contact for Clients in the onboarding process
  • Dealing with all non-technical enquiries, both in writing and verbally
  • Preparing meeting packs and typing up follow up notes
  • Completing application forms
  • Assisting with diary management
  • Recoding Client information for compliance purposes
  • Organising post and paperwork, opening post and scanning

The candidate

To be considered for this role you will require-

  • Already acquired experience as a Finance Administrator within Private Client Wealth
  • Exposure to pensions, investments, and protection
  • An organised manner with excellent time management skills and accuracy
  • Excellent communication skills

In Summary

If you are looking for a friendly small but growing Firm, where you can grow your experience further and develop into a senior role and ultimately become the Practice Manager, this could be your dream opportunity. Both Full and Part Time Options will be considered ( 4 Days per week)

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