Financial Administrator

Financial Administrator

Cambridge Full-Time No home office possible
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Job Description

  • Financial Administrator Opportunity
  • Excellent Benefits
  • Progression through to Paraplanner & Adviser if desired

Financial Administrator – Cambridge – £28,000We're working with a growing Financial Advice business who are in need of a Financial Administrator. A Financial Administrator who has experience supporting Financial Advisers, who wants to join a business where they can further their career.You will:

  • Process new business
  • Process fund switches and transfers
  • Prepare client review packs
  • Complete portfolio illustration requests
  • Arrange client meetings for Financial Advisers
  • Liaise will clients, advisers and 3rd parties and handle queries and requests

If you have this experience your keen to apply, your benefits will include:

  • Professional industry exams paid for and study supported.
  • 25 days holiday (exc. Bank holidays)
  • Holiday Purchase scheme
  • In-House Training Academy
  • Annual Salary Review
  • Day-off on Birthday
  • Life Assurance & Pension
  • Progression through to Paraplanner & Adviser if desired

Apply now or contact Richard at Recruitment22 for more information.

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Contact Detail:

recruitment22 Recruiting Team

Financial Administrator
recruitment22
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