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Permanent - Full-Time
Are you looking to build a rewarding career in financial services with a firm that values your development, offers genuine progression, and champions a supportive team culture?
Our client is hiring a Finance Administrator to join their exceptional team. This is your chance to work with one of the most respected firms in the industry, delivering a first-class client experience while building the skills and knowledge to grow your career.
Whether you’re early in your financial services journey or looking for the right platform to progress, this is a fantastic opportunity to join a firm where your growth matters.
??Opportunity Highlights:
- Work with a dynamic, supportive, and sociable team
- Enjoy a clear path to progression, with the chance to move into a Support Executive role
- Gain exposure to high-quality clients and technical financial planning
- Be part of a culture that values attention to detail, teamwork, and client service excellence
?? What You’ll Be Doing:
- Preparing client meeting packs and processing follow-up actions
- Producing accurate client portfolio summaries and valuations
- Liaising with clients and providers, keeping everyone informed every step of the way
- Managing diaries and organising client meetings for advisers
- Maintaining and updating client data within Intelligent Office (iO)
- Assisting with month-end reporting and fund switches
- Supporting the delivery of client reviews and ensuring all admin is up to date
- Occasionally attending client meetings with advisers for relationship-building and admin support
?? What You’ll Bring:
- Minimum 12 months' experience in a financial services admin role
- Solid understanding of the advice process and financial products
- Progress toward CII qualifications (or a strong desire to start!)
- Excellent attention to detail and commitment to confidentiality
- Strong communication skills and a can-do attitude
- Experience with Intelligent Office (iO) is a plus
?? Package:
- Salary: £22,000-£34,000 depending on experience
- Career progression to Support Executive and beyond
- Company benefits and workplace incentives
- Friendly, professional, and sociable office environment
- Opportunities for further qualifications and development
To apply or learn more, please contact Sam Negbenebor at Financial Divisions.
