Job Title: Financial Administrator
Location: Goring-on-Sea
Salary: £30,000 - £35,000
Employment Type: Full-time or Part-time
REF: 9259
Are you detail-oriented, organised, and eager to kickstart a rewarding career in financial services? We're looking for a Financial Administrator to join our clients dynamic team, with the opportunity to grow into a Paraplanner or join as a trainee paraplanner if you're ready to take the next steps.
About the Role:
As a Financial Administrator, you'll play a crucial role in supporting the financial planner with administrative tasks that ensure the smooth operation of our client services. This is a fantastic opportunity for someone with a passion for finance and a drive to develop a successful career.
Key Responsibilities:
- Supporting financial planner with day-to-day administration, including managing client correspondence.
- Maintaining and updating client records using their systems.
- Assisting with the preparation of financial plans.
- Processing new business applications, client reviews, and follow-ups.
- Ensuring compliance with regulatory requirements.
- Develop, if you wish, into a paraplanning role writing reports/doing research etc.
Skills and Experience:
- Previous experience in financial administration or trainee/junior paraplanner.
- Proficiency in Microsoft Office and financial software (such as XPlan or IO)
- A passion for developing a career in financial planning.
- Strong organisational and time-management skills.
- Excellent communication and interpersonal skills.
What We Offer:
- Salary from £30,000
- Benefits including: hybrid working, PMI, pension and holiday allowance, plus discretionary bonus.
- A supportive and collaborative work environment.
- Opportunity to take CII qualifications should you wish, with time off, books covered and exam costs paid for.
- Opportunities for growth and development.
If you're passionate about making a meaningful impact in clients' financial journeys and are ready to grow with a reputable firm, we'd love to hear from you!