Finance Administration Support

We are currently recruiting a Finance Administration Assistant on behalf of our clients who are specialists within the financial services industry. You will be joining a fun hardworking team who are supportive and friendly.

The Role

This position of Finance Administration Assistant will involve you working as part of a team, providing support to the Financial Advisers and Office Manager. Your work will be varied, with no two days being the same and will involve, new business processing, client reporting, database management and the production and management information.

On a daily basis you will be required to conduct the following;
Application processing
Portfolio valuations and reports
Meeting packs
Photocopying
Scanning and filing
Meet and greet clients
Client meetings
Answer telephone enquiries
Maintain stationary supplies and manage stock levelsExperience and Skills required

The Finance Administration Advisor will have previous experience gained within a financial services organisation.
Candidates must have gained or be studying for a Financial Planning and Financial services qualification.
You must be able to manage high volumes of work.
Previous experience of having worked in pension, Insurance or Investments would be highly beneficial.Personal Characteristics

Strong clear communicator
Excellent organisation skills and essential for this role.
Customer focused
Strong ability to pick knowledge up quickly and accuratelySalary and Benefits

The salary for the Finance Administration Advisor is dependant on skills and experience but will start from £26,000. Experienced applicants can expect to earn from £21,000 +.
Company benefits will be discusses at interview and will include 25 days annual leave. To apply for this position, please submit your CV via this website. Thank you.