Our client is looking for a dedicated Financial Administrator to join a busy Wealth Management team in Stamford, supporting a large team of professional advisers.
This is an excellent opportunity to develop your career in a highly regulated financial services environment, with potential for progression for the right candidate.
This IFA Financial Administrator opportunity is to join a successful and progressive employee-owned wealth management firm based in the idyllic Roman and Medieval town of Stamford.
The ideal Financial Administrator should be comfortable managing a variety of administrative tasks in a fast-paced setting.
Key Responsibilities:
Provide accurate and timely administrative support in line with agreed standards and procedures
Liaise with Financial Advisers, Paraplanners, and the wider administration team to ensure smooth workflow
Plan, prioritise, and manage workloads effectively to meet deadlines and targets
Respond professionally and promptly to incoming customer enquiries
Ensure compliance with FCA regulations and financial solutions within an IFA environment
Key Skills & Experience:
Previous experience in a fast-paced financial planning practice (desirable but not es...