A highly professional, local firm of Pension and Investment Advisors are seeking an experienced Finance Administrator to join their team. This is an excellent opportunity for an administrative professional candidate from a Corporate/Professional Services background looking to work locally. Free parking is available, or it's well connected by local transport.
Fully office based role, Monday - Friday 9am to 5.30pm. Training will be provided.
Key Responsibilities:
- Handling sensitive and confidential information on behalf of high net worth clients.
- Recording accurate personal information into various financial application forms
- Obtaining valuations from insurance companies, stockbrokers and clients
- Liaising with various clients, solicitors, accountants and the HMRC to obtain essential information
- Updating the company's database
You will be:
- Experienced in office administration, ideally from a professional Services background
- Highly organised with excellent attention to detail
- Excellent communicator
- Able to prioritise tasks and manage deadlines effectively
- Proficient in Microsoft Office (Excel, Word, Outlook)
- Comfortable working in a fast-paced, client-facing environment
This is an excellent opportunity to work for a financial planning organisation, with full training provided. If you're an experienced Finance Administrator, we'd love to hear from you today.
Fame Recruitment is an equal opportunities employer. We continually strive to improve our processes around our diversity, equity and inclusion strategy.
Due to high volumes of applications, we are unable to respond individually however, if you have not heard from a consultant within 24 hours then your application has been unsuccessful.