Are you an experienced Administrator with knowledge of the finance industry? We have a new and exciting opportunity for you to join our client who is offering a great position with career progression, a strong salary and benefits!
Our clients leading Financial Planners based in the Chelmsford area, are currently looking to recruit a Financial Administrator to join their team due to business growth.
Working Pattern:
1. As a Financial Administrator, you'll be required to work Monday to Friday
The successful Financial Administrator will be offered:
2. £28,000 basic
3. Career Progression
4. Qualifications funded and supported
5. 20 days holiday plus bank holidays
6. Parking
7. Healthcare (after the qualifying period)
Requirements for the role of Financial Administrator:
8. Experience working in Finance Advice practice
9. Experience or understanding of financial process.
10. Excellent customer service and interpersonal skills
11. Ability to work on own initiative and as part of a wider team
12. Strong communication skills; both written and verbal
13. Attention to detail
14. Organised
15. Strong IT skills
Key responsibilities will include but will not be limited to:
16. Processing new business applications
17. Assisting with suitability reports
18. Booking client reviews
19. Supporting the Advisors
20. Dealing with incoming calls and e-mails