Finance Administrator
Finance AdministratorCentral LondonPermanent Full-time Office-basedSalary: £30,000-£35,000pa DOEWe are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London. This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service. Key Responsibilities: Maintain accurate client records and manage all associated administration Prepare and submit applications in line with internal procedures and compliance standards Process fund switches, valuations, LOAs and client review actions Liaise with product providers, advisers and clients, providing regular progress updates Support advisers with review preparation and client documentation Manage workflows, activity lists and contribute to month-end figures Participate in team meetings and ongoing training After year one, progress to handling more technical cases and queries Skills and Experience Required: 1 2 years experience in a financial services administration role Understanding of the advice process and exposure to pensions, investments or retirement products Strong attention to detail, num
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!