Senior Financial Administrator - P/T

GB Solutions
GL10, Stonehouse, Gloucestershire
£23000 - £27000/annum + pension + benefots
09 Jul 2020
08 Aug 2020
Part Time
Set hours
Contract Type
Local firm of Financial Advisers are looking to recruit an experienced part-time Senior Administrator to join their busy team. The ideal candidate will have had experience in a similar role and be willing to apply themselves to other areas of the business where necessary.

A growing firm with over 25 years’ experience in the industry enjoying chartered status and a strong team ethos. The successful candidate will be a valued addition to a friendly and approachable firm who pride themselves in giving high quality, honest advice that is always client focussed.


* First point of contact for clients, both for office-based meetings and over the telephone;

* Update and maintain databases on an ongoing basis;

* Contribute to developing the back-office software to maximise business efficiencies and ensure the provision of a compliant service;

* Liaising with providers regarding change of agency instructions and administration requests;

* Processing fund switch, withdrawal and purchase instructions online;

* Checking paperwork to ensure transactions have been actioned correctly;

* Process application and proposal paperwork;

* Ensuring paperwork meets compliance standards;

* Maintaining office supplies;

* Dealing with incoming and outgoing post;

* Scanning.

Essential Requirements

* Relevant experience in the Financial Advice industry;

* To be a strong team player, who works well alongside others, but also independently;

* Attention to detail and strong accuracy skills;

* Strong organisation and time-management skills;

* Excellent communication skills;

* Self-motivated;

* Good IT skills, including a working knowledge of Word and Excel;

* Strong numerical skills;

* Educated to a minimum of A Level standard;

* An openness to flexibility within the role

Desirable Requirements

* Relevant CII (or similar) Qualifications

* A working knowledge of Intelligent Office, Voyant and FE Analytics.


* 20 days pro-rata annual leave plus closure over Christmas week;

* Support towards the cost of study material and exams;

* Pension - 3% Employer and 4% Employee;

* Salary - £23-27k pro-rata, dependent upon qualifications and experience.

Days/hours of work are to be Monday-Wednesday 9-5, with a 1-hour lunch break