Finance Administrator at Shearwater Group
England, Louisiana, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

05 Jan, 27

Salary

50000.0

Posted On

07 Oct, 26

Experience

7 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Yes

Skills

Industry

Financial Services & Insurance

Description

Our client is a small, well-established financial planning firm on the outskirts of Aberdeen. The team of seven, including two Chartered Financial Planners and two paraplanners, is looking to add an Administrator with a solid grounding in financial services.

You don't need to be highly qualified or experienced across every part of the job. What matters is the right attitude and a couple of years of relevant experience. The firm is happy to train the right person.

The role- Providing administrative support to advisers and paraplanners- Preparing and maintaining client files and records- Liaising with providers and processing business- General office and client servicing administration- Taking on more knowledge and responsibility over time

  • What you'll need- Around two years' experience within financial services- A good working understanding of financial planning language and terminology- Strong organisation and accuracy across a varied admin workload- A real willingness to learn and develop in a small firm
Responsibilities
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