JOB OVERVIEW

We are seeking a detail-oriented and proactive Administrator with high quality communication skills / client empathy to join our friendly team in Marlow.The successful candidate will play a key role in ensuring quality administration of our clients finances accuracy is key. This position requires previous experience or knowledge of working in the wealth management industry

REQUIREMENTS

• Proven experience in financial services or a similar role is essential
• Proficiency in Microsoft Excel and Word is essential; familiarity with other industry software is advantageous.
• Strong organisational skills with the ability to manage multiple tasks efficiently.
• Excellent written and verbal communication skills for effective report writing and stakeholder engagement.
• A proactive approach to problem-solving with a keen attention to detail.
• A commitment to maintaining confidentiality regarding sensitive financial information.
  If you are passionate about life and possess the skills outlined above, we encourage you to apply for this exciting opportunity as a Financial Administrator.The opportunity to expand your career in wealth management will exist.
  Job Types: Full-time, Part-time
  Pay: £24,420.00-£34,585.25 per year
  Expected hours: 24 – 40 per week

Benefits:

• Company pension
• On-site parking

Work Location: In person
Reference ID: IFA administrator role
Expected start date: 01/09/202

• Prepare and maintain financial reports, ensuring accuracy and compliance with relevant regulations.
• Manage daily financial transactions
• Utilise industry sotware to administer our client relationships
• Communicate effectively with team members and stakeholders to gather necessary information for financial planning.
• Organise and maintain financial records, ensuring they are up-to-date and accurate.
• Provide support in office administration tasks as needed, including document preparation using Word.
• Exercise strong time management skills to meet deadlines for reporting and other financial activities.