£25,000 - £32,000 (DOE), Excellent Benefits including Private Medical Insurance, pension and DIS. My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to Milton Keynes, who due to expansion are looking to take on an IFA Financial Administrator who is looking for a new opportunity in Wealth Management. This firm places real value on their employees by cultivating a supportive culture where everyone’s voice matters.
As a Financial Administrator, you will play a crucial role in supporting qualified advisers and paraplanners and ensuring the smooth operation of the firm. Your responsibilities will include:
- Dealing with client and advisor queries
- LOA’s and valuations
- Preparing client valuations
- Data cleansing
- Supporting the office with tasks when required
You must have excellent communication skills, good organisation skills and a minimum of 12 months' experience as a Financial Administrator in Wealth Management. This Financial Administrator role is a fantastic opportunity for someone with a solid background in financial administration, excellent organisational skills, and a keen eye for detail. They seek individuals with flexibility, a positive attitude, and a strong team ethos.
If you are looking to grow your career in a supportive and progressive environment, we encourage you to apply. Please do send your CV to Sam Negbenebor at Financial Divisions.
Financial Administrator, Milton Keynes area, £25,000 - £32,000 (DOE), Fully Office Based employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team