Financial Administrator
Location: Luton
Salary: £29,000-£32,000
Financial Administrator required for a busy and growing financial planning company in Luton. We're seeking a candidate who is task focused, quick to learn, able to prioritise and can handle a busy workload with lots of different daily tasks.
Financial Planning experience is preferred but not essential. If you have the skills we are looking for and are a keen to work in financial planning support, please apply we'd love to hear from you?
Why This Opportunity Stands Out
- New role: The company is hiring because they are growing, and this is not to replace someone who is leaving.
- Dynamic Environment: Be part of a highly experienced, vibrant team where your ideas are valued.
- Client-Centric Focus: Build meaningful relationships and impact clients' financial well-being.
- Comprehensive Benefits: Competitive salary, generous holiday entitlement, pension contributions, and a wellness program.
Benefits
- Bonus structure company and personal.
- 5% match company pension.
- 26.5 days holiday.
The Role
The Financial Administrator role is designed to offer financial planning administrative support to the financial planner and the company's clients.
- Act as a main point of contact for clients.
- Book meetings, prepare contracts and ensure the financial planners are well prepared for their meetings.
- Process new business and assist with forms, proposals, and documentation.
- Record and update client information on the back-office systems.
- Keep up to date with relevant financial planning knowledge.
- Undertake regular company projects.
Essential Skills
- Preferred: 2+ years in an administration role.
- Exceptional written and verbal communication skills.
- Exceptional IT and software skills.
- Tactful, diplomatic, and able to always maintain confidentiality.
- Comfortable working on your own initiative.
- Any experience gained in a financial planning firm preferred but not essential.
Additional Information
The annual salary depends on your level of experience, additional discretionary bonus, Monday to Friday, office based with one day per week WFH after probation.
About the Company
Established and accredited financial planning firm with multi-office locations.
Keywords: Technical Administrator, Financial Services, Administration, Client Support, Wealth Management, Luton, Full Time, Permanent, Graduate, Entry-Level, Office Based, CRM, Client Relationship. Client Services, Professional Services.
Further Information
Adverts run for up to 40 days, and we encourage applications during this period. The interviewing process can start at any time, and adverts can be ended early if a suitable candidate is found.
Our application process is designed to be fair, straightforward, and inclusive. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted.
To Apply
To give your application the best chance of success, please:
- Check that you meet the criteria for the role.
- Have the unrestricted right to work in the UK.
- Apply with a clear, concise, and correct CV.
- Tailor your CV to highlight your experience and relevant achievements.
If you think you can provide our clients with exceptional levels of service, please apply. We look forward to hearing from you!