Financial Administrator

Financial Administrator Location: Kingsley, Hampshire Salary: £30,000 - £35,000, dependent on experience Job Type: Full-time, office-based An established independent financial adviser firm based in Kingsley is looking for a Financial Administrator to join its friendly and supportive team. This is a great opportunity for a capable Financial Administrator with previous experience or a competent Administrator with proven skills, ideally in in financial services, wealth management, or an IFA environment. The role would suit someone who is highly organised, accurate, confident dealing with financial administration, and comfortable working in a professional office-based setting. The Role As a Financial Administrator, you will be involved in a varied and fast-paced role, supporting financial advisers with client administration, new business processing and ongoing case management. The successful candidate will be organised, accurate, confident dealing with providers and clients, and comfortable working as part of a close-knit office-based team. Key Responsibilities Providing administrative support to financial advisers Processing new business applications across pensions, investments, mortgages and protection products Managing client records and maintaining accurate documentation Using Intelligent Office, IO, to update workflows and client data Liaising with providers including Fidelity, Aviva and Quilter Processing contributions, withdrawals and fee calculations Preparing client ..... full job details .....