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Permanent

Financial Administrator

Antony George Recruitment
Kingston Upon Thames
money-bag £35000 Annual
Posted: 01 July 2026 (Today)
Closing date: 31 July 2026
Ref: 3130553451

Financial Administrator Fully Remote £35,000-£40,000 Flexibility around Core HoursHours: 35 per week, Monday-FridayAbout the ClientOur client is a boutique CISI Chartered Firm supporting 85 client families across the UK with over £100m in assets under influence. They combine genuine financial planning with a technology-enabled approach, built on integrity, collaboration and long-term thinking.Package:Salary: £35,000-£40,000 depending on experience20 days holiday, rising to 25 with service, plus bank holidays, Christmas closure and birthday leave5% matched pension contributionGroup life insurance and health cash plan (post-probation)Fully funded professional developmentRemote working with flexibility around core hoursQuarterly team days in Kingston and industry eventsProfit share after probationClear progression opportunities as the firm growsThe Role:They are seeking an organised and proactive Financial Administrator to provide end-to-end support across pensions, investments and protection. You will manage cases from instruction through to completion, supporting onboarding, meeting preparation, implementation of recommendations, reporting and ongoing client servicing. You will liaise with management, clients, product providers and investment managers and will need the confidence to identify when something does not look right and escalate appropriately.Working remotely, you''ll ensure client portfolios, documentation and product actions are processed accurately, efficiently ..... full job details .....

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