Financial Administrator for a Growing Financial Services Firm
Financial Administrator for a Growing Financial Services FirmJob role: Client Services AdministratorContract Type: PermLocation: London, UKSalary: £25,000 - £30,000 DOE + Bonus and BenefitsWorking Hours: Hybrid Industry: Financial ServicesStart Date: ASAPAn 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 firmDaily financial administration to include tax returns, client portal assistance, compliance and regulation and the updating of client informationSupporting the Operations Manager in running the office effectivelyExperience and Requirements:Must have worked in an Independent Financial Adviser businessA degree-level education is preferred Excellent teamworking skills with a positive can-do attitude Benefits:Annual bonus schemeAnnual exam allowance of £600Private Medical Insurance and Travel Insurance with Vitality HealthGym membership with Virgin Active or Pure GymPension scheme (£100 monthly contribution, in addition to auto-enrolment contributions)Annual holidaysFlexible working (Option to WFH 2 days a week)Reference: PT
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