Financial Administrator
Job Type: Full-time, Permanent
Location: Leamington Spa
Salary: Competitive
About the role:
We are currently seeking a passionate and motivated individual to join our team as an Financial Administrator. This is a fantastic opportunity for someone looking to start or develop their career within the financial industry. While previous experience is not essential, a genuine interest in learning and progressing within the sector is key. A financial background would be beneficial but is not required.
In this role, you will be working closely alongside two highly experienced and skilled financial administrators, providing essential administrative support to our financial advisors. This role offers a clear path for progression, with the opportunity to learn and grow towards becoming a financial advisor in the future.
Responsibilities:
* Support Financial Advisors with their workloads, including using lender portals to obtain mortgage approvals
* Prepare new client packs, request customer documents to support applications and cases and client meetings
* Follow up with clients, assisting them in preparing a complete set of documents
1. Carrying out research required to ensure full support towards the advice being given for probate, will writing, Tru...