Financial Services Administrator

Location Grantham
Discipline: Accountancy & Finance, Office & Commercial Support
Job type: Permanent
Contact name: Ed Jepson

Job ref: EJfsa
Published: over 3 years ago
​Grantham - £20k - £22k

My client is looking for a competent and experienced Administrator to join its Financial Advisory Team.

For the right person they will be the opportunity to progress through to senior administrator, paraplanner or financial advisor in the future.  Full training will be provided.

The Financial Administrator role will initially be home-based. 

This business shapes everything it does around delivering the best outcomes for both its private and corporate clients.

As a Financial Administrator, you will provide the highest level of admin support and aspects of paraplanning support to their Financial Advisers to ensure its clients’ expectations are exceeded.

You will be involved in record keeping, processing emails, paperwork and delivering reports.

The Financial Administrator will compile and prepare comparison materials, including cost analysis, cash flow models and investment fund analysis.

Experience within financial services would be beneficial, though my client would accept applicants from experienced team administrators with a hunger to learn new skills.

An ability to prioritise workload is important, as well as a proven and demonstrable ability to work quickly and unsupervised, as well as a can-do attitude and a collaborative nature.

You will be rewarded with a competitive basic salary of circa £20k (negotiable dependent on experience) as well as a range of additional benefits.

This is a great opportunity for someone who is keen to develop their career within Financial Services and work for an industry leader.

This vacancy is being advertised on behalf of RecruitME who are acting as a recruitment agency. RecruitME is committed to equal opportunity and diversity.