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Contract

Finance Administrator

London
money-bag 30000.00-30000.00 Annual
Posted 2 days ago

1-2+ years'' experience within an IFA or financial planning/Wealth ManagementStrong attention to detail, numeracy and literacy skillsUnderstanding of the advice process Finance AdministratorCentral London12 month fixed term Full-time Office-basedSalary: £30,000-£35,000pa DOE1-2+ years'' recent experience within an IFA or financial planning/Wealth Management environment - RequiredWe 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 administrationPrepare and submit applications in line with internal procedures and compliance standardsProcess fund switches, valuations, LOAs and client review actionsLiaise with product providers, advisers and clients, providing regular progress updatesSupport advisers with review preparation and client documentationManage workflows, activity lists and contribute to month-end figuresParticipate in team meetings and ongoing trainingAfter year one, ..... full job details .....

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