Job Title: Financial Administrator Location: Goring-on-SeaSalary: £30,000 - £35,000Employment Type: Full-time or Part-timeREF: 9259
Are you detail-oriented, organised, and eager to kickstart a rewarding career in financial services? We're looking for a Financial Administrator to join our clients dynamic team, with the opportunity to grow into a Paraplanner or join as a trainee paraplanner if you’re ready to take the next steps.
About the Role:
As a Financial Administrator, you’ll play a crucial role in supporting the financial planner with administrative tasks that ensure the smooth operation of our client services. This is a fantastic opportunity for someone with a passion for finance and a drive to develop a successful career.
Key Responsibilities:
* Supporting financial planner with day-to-day administration, including managing client correspondence.
* Maintaining and updating client records using their systems.
* Assisting with the preparation of financial plans.
* Processing new business applications, client reviews, and follow-ups.
* Ensuring compliance with regulatory requirements.
* Develop, if you wish, into a paraplanning role writing reports/doing research etc.
Skills and Experience:
1. Previous experience in financial administration...