Finance Administrator

What’s in it for you?

- 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:

- Monday–Friday, 9am–5pm hours

- Join a friendly, high-performing team

Don’t miss this opportunity to join a fantastic team! To APPLY NOW, please send your CV to Elina at i2i Recruitment today.

Our mission of 'Making Recruitment Personal’ also means making recruitment fair. We are committed to reviewing every application with a focus on diversity and inclusion.

We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of whether it’s successful.