Finance Administrator - EZ

What’s in it for you? – Temp to Perm – Free on-site parking – Clear, structured career growth opportunities – Be part of a supportive, close-knit team – Work for a highly reputable and well-established company Must-Haves: – Strong background in financial planning and report writing – Excellent analytical and communication skills – Previous financial services experience (or actively working toward it) – Administrative experience – Driving license So what you\’ll be doing: – Preparing and maintaining accurate client records – Drafting suitability letters and reports in line with company policy – Gathering information from clients and providers – Pre-completing documentation for adviser/client review – Supporting advisers in delivering excellent client outcomes – Occasionally assisting with administrative tasks such as income matching and meeting scheduling Helpful extras: – Monday–Friday, 9am–5pm hours – Join a friendly, high-performing team #J-18808-Ljbffr