Financial Administrator

Financial Administrator Are you interested in building a career in Wealth management? Have you gained experience in wealth or investments and are looking for more opportunity to develop your skills and knowledge? Would you enjoy managing relationships with clients whilst also having a wealth of experience to support you? Excellent - get in touch to find out moreThis highly reputable and established financial services company are looking to add an experienced Financial Administrator to their team as they continue to grow. The Financial Administrator role will work support Paraplanners and Financial Advisors in their commitment to offering their clients outstanding service and financial advice.BenefitsBonus potentialFree parking onsiteLife InsurancePrivate Medical InsuranceWhat are the day-to-day responsibilities of the Financial Administrator : Onboarding new clients in a professional and compliant mannerCompile investment illustrations and other reports and information on behalf of Paraplanner or AdvisorLiaise with clients and providers regularly on queries, valuations, plan alterations etcRequired Skills and Qualifications : Previous experience as an Administrator within Financial Services (preferably Wealth Management) essentialExperience working with Pensions, ISA’s, GIA’sStrong communication skills both verbal and writtenDetail focused with a strong work ethicThis is a permanent role with a salary of up to £28,000.If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you. As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality. Hooray is acting as an agency on behalf of the client for this position.Our purpose as a business is to pioneer ethical recruitment for a better working world.Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body.DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL!

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