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Financial Administrator

Agenda Partnership
Posted 9 days ago, valid for 10 days
Location

Oswestry, Powys SY10, Wales

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking an ambitious administrator to join our Financial Services group, offering a salary of £28k per annum.
  • The role requires providing administrative support to Advisors and Paraplanners, with some client-facing responsibilities.
  • Candidates should have good attention to detail and be comfortable with finance and numbers, with any experience in financial services being advantageous.
  • A CII level 3 certificate is preferred, but training support will be provided for those interested in pursuing it.
  • The position is based in our Oswestry office and requires candidates to have at least some experience in a regulated or professional service environment.

Are you an ambitious administrator looking to build a career in financial services? Perhaps you’re already an experienced financial administrator looking to stretch your skills?

We are searching for a new administrator to join our thriving and rapidly growing Financial Services group that provides fully independent financial advice for individuals and business owners.

Sounds interesting, what’s the package?

£28k per annum

25 days annual leave plus bank holidays

Enhanced employer pension.

So what’s the role?

Working from our Oswestry office you will provide administrative support to Advisors and Paraplanners across the business with some client facing responsibilities on occasions.

From supporting the writing of annual reports for clients to recording investments into new products and operating back office systems it’s key you have good attention to detail and are comfortable with finance and numbers.

This role is a great first step into the world of independent financial advice, having your CII level 3 certificate would be a huge advantage, however we will also support people to train towards them if they want that career path.

Any experience within financial services would also make you a great candidate. Pensions, investments, insurance and banking are all great groundings for the role.

Our company is highly regarded from a regulatory perspective, experience of working in regulated or professional service environments would also serve you well.

Apply now and tell us why you’d be great!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.