Financial Administrator for a Growing Financial Services Firm

Financial Administrator for a Growing Financial Services Firm

Job role: Client Services Administrator

Contract Type: Perm

Location: London, UK

Salary: £25,000 - £30,000 DOE + Bonus & Benefits

Working Hours: Hybrid

Industry: Financial Services

Start Date: ASAP

An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Based in the City of London, they offer personalised, face to face advice to clients on investments, pensions, mortgages and protection. You will work closely with the Head Paraplanner, ensuring smooth ongoing operations and supported by full training to understand how the firm works.

You Will be Responsible For:

• Providing onboarding, aftercare and withdrawals for clients of the firm
• Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the updating of client information
• Supporting the Operations Manager in running the office effectively

Experience and Requirements:

• Must have worked in an Independent Financial Adviser business
• A degree-level education is preferred
• Excellent teamworking skills with a positive can-do attitude

Benefits:

• Annual bonus scheme
• Annual exam allowance of £600
• Private Medical Insurance and Travel Insurance with Vitality Health
• Gym membership with Virgin Active or Pure Gym
• Pension scheme (£100 monthly contribution, in addition to auto-enrolment contributions)
• Annual holidays
• Flexible working (Option to WFH 2 days a week)

Reference: PT