Overview
We are seeking a detail-oriented and proactive Financial Administrator to join our team. In this role, you will be instrumental in managing financial records, submitting business applications, and supporting your designated financial advisers. The ideal candidate will have a solid understanding of financial principles, excellent organisational skills, and the ability to ensure accurate, timely, and well-maintained financial data.
Responsibilities
* Maintain and update financial records, ensuring accuracy and compliance with relevant regulations.
* Provide dedicated administrative support to two financial advisers.
* Handle direct communication with clients and product providers in a professional and timely manner.
* Maintain and update client records by saving relevant documents and adding clear, accurate file notes.
* Process a range of business transactions, including mortgages, protection policies, pensions, and investment applications.
* Track and follow up on application progress to ensure timely completion.
* Prepare documentation for client meetings and assist with follow-up actions.
* Maintain and manage internal systems and databases with a high level of accuracy.
* Support compliance by ensuring all documentation meets regulatory requirements.
* Assist with reporting, pipeline management, and other adviser support tasks as required.
Requirements
* Proven experience as a Financial Administrator or similar role within a finance department.
* Proficient in using accounting software and Microsoft Office Suite, particularly Excel.
* Excellent attention to detail with strong analytical skills.
* Ability to work independently as well as part of a team in a fast-paced environment.
* Strong communication skills, both written and verbal, to effectively liaise with product provider and clients.
* A relevant degree or qualification in finance, accounting, or business administration is preferred but not essential. We invite candidates who are passionate about finance and eager to contribute to our team's success to apply for this exciting opportunity as a Financial Administrator.
Job Type: Full-time
Pay: £25,000.00-£28,000.00 per year
Benefits:
* Company events
* Company pension
* Free parking
* On-site parking
* Work from home
Experience:
* Financial services: 2 years (required)
Work Location: In person
Reference ID: Financial Services Administrator
Expected start date: 22/09/2025