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Financial Administrator

Financial Administrator

recruitment22

Posted 13 days ago, valid for 10 days

Halesowen, West Midlands B63 4NG

Full Time

Life Insurance

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Sonic Summary

A Financial Administrator position is available in Halesowen with a salary of £30,000.
The role requires experience supporting Financial Advisers and offers opportunities for career progression to Paraplanner and Adviser.
Responsibilities include processing new business, fund switches, preparing client review packs, and arranging meetings.
Benefits include paid professional exams, 25 days holiday, an in-house training academy, and life assurance.
Candidates interested in applying should contact Richard at Recruitment22 for more details.

Financial Administrator Opportunity
Excellent Benefits
Progression through to Paraplanner & Adviser if desired

Financial Administrator - Halesowen - £30,000 We're working with a growing Financial Advice business who are in need of a Financial Administrator. A Financial Administrator who has experience supporting Financial Advisers, who wants to join a business where they can further their career.You will:

Process new business
Process fund switches and transfers
Prepare client review packs
Complete portfolio illustration requests
Arrange client meetings for Financial Advisers
Liaise will clients, advisers and 3rd parties and handle queries and requests

If you have this experience your keen to apply, your benefits will include:

Professional industry exams paid for and study supported.
25 days holiday (exc. Bank holidays)
Holiday Purchase scheme
In-House Training Academy
Annual Salary Review
Day-off on Birthday
Life Assurance & Pension
Progression through to Paraplanner & Adviser if desired

Apply now or contact Richard at Recruitment22 for more information.

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