Finance Administrator

i2i Independent Recruitment Consultancy Ltd

Posted 5 days ago, valid for a month

Cirencester, Gloucestershire GL7, England

£13.85 - £16.41 per hour

Full Time

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Sonic Summary

This job offers a temp-to-perm position with a salary that is competitive within the industry.
Candidates should have a strong background in financial planning and report writing, along with excellent analytical and communication skills.
A minimum of previous financial services experience or actively working toward it is required, along with administrative experience and a driving license.
The role involves preparing client records, drafting reports, gathering information, and supporting advisers in delivering client outcomes.
Working hours are Monday to Friday from 9 am to 5 pm, and the company promotes clear career growth opportunities within a supportive team.

Whats in it for you?

- Temp to Perm

- Free on-site parking

- Clear, structured career growth opportunities

- Be part of a supportive, close-knit team

- Work for a highly reputable and well-established company

Must-Haves:

- Strong background in financial planning and report writing

- Excellent analytical and communication skills

- Previous financial services experience (or actively working toward it)

- Administrative experience

- Driving license

So what you'll be doing:

- Preparing and maintaining accurate client records

- Drafting suitability letters and reports in line with company policy

- Gathering information from clients and providers

- Pre-completing documentation for adviser/client review

- Supporting advisers in delivering excellent client outcomes

- Occasionally assisting with administrative tasks such as income matching and meeting scheduling

Helpful extras:

- MondayFriday, 9am5pm hours

- Join a friendly, high-performing team

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