Financial Administrator

recruitment22

Posted 13 days ago, valid for 10 days

Warwick, Warwickshire CV345XH, England

Full Time

Life Insurance

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Sonic Summary

A Financial Administrator position is available in Warwick with a salary of £28,000.
The role requires experience in supporting Financial Advisers and offers career progression to Paraplanner and Adviser roles.
Key responsibilities include processing new business, preparing client review packs, and liaising with clients and advisers.
Benefits include paid professional exams, 25 days of holiday, a holiday purchase scheme, and life assurance.
Interested candidates should apply or contact Richard at Recruitment22 for more information.

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

Financial Administrator - Warwick - £28,000We'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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