Finance Administrator

i2i Recruitment Consultancy

Posted 5 days ago, valid for 10 days

Cirencester, Gloucestershire GL7 5EE, England

Part Time

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Sonic Summary

The position offers free on-site parking and structured career growth opportunities.
Candidates should have a strong background in financial planning and report writing, along with excellent analytical and communication skills.
Previous financial services experience or active pursuit of it is required, along with some administrative experience.
The role involves preparing client records, drafting reports, gathering information, and supporting advisers in client outcomes.
The job offers a salary of $45,000 to $55,000 per year and requires at least 2 years of relevant experience.

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 experienceSo 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 schedulingHelpful extras:

- Monday-Friday, 9am-5pm hours

- Join a friendly, high-performing team that values you

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