Cooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking a Financial Administrator to join their team. This is a key role and the successful candidate must be able to offer exceptional support to the Paraplanners, Advisors, and Directors of the business.
The successful candidate will have:
* Understanding of financial services terminology
* Strong administration skills
* Ability to follow processes
* Work well within a business team
* Working towards CII or CISI
Responsibilities:
* Responding to internal and external queries promptly
* Diary and task management of client work
* Assisting with implementing and improving administrative processes
* Preparing and dispatching client valuation reports
* Providing technical support to the Advisers and other team members
* Answering technical client queries
In return, my client can offer:
* £27,000 negotiable based on experience
* Qualification support
* Career progression
* Flexible working
* Early finish on a Friday
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