FINANCIAL ADMINISTRATOR ADVISER SUPPORT CRANBROOK Up to and;40,000 Fully Office-Based
FINANCIAL ADMINISTRATOR ADVISER SUPPORT CRANBROOK Up to £40,000 Fully Office-Based Are you an experienced Financial Administrator looking for a role where you can develop your career within financial planning and wealth management? My client is looking for an organised, proactive Financial Administrator to join their close-knit team in Cranbrook. You''ll work closely with one of the Directors, providing high-level adviser support and helping to keep the day-to-day client and business activity running smoothly. The Role You''ll be responsible for: • Supporting a Director with day-to-day workload management, including emails, client queries, deadlines and follow-ups • Maintaining accurate client records and inputting financial information onto internal systems • Preparing client information and ensuring everything is ready for meetings • Managing and chasing pipeline business through to completion • Liaising with Paraplanners, colleagues, providers and clients to keep cases progressing • Ensuring work is completed accurately, efficiently and in line with compliance requirements • Producing reports and assisting with ad hoc requirements across the business What We''re Looking For You''ll ideally have 3+ years'' experience within Financial Services and be someone who enjoys taking ownership and getting things done. We''re looking for someone who is: • Highly organised, proactive and detail-focused • A confident communicator who builds strong relationships • IT confident, ..... full job details .....
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