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Financial Administrator

Location: DORKING, SURREY, UNITED KINGDOM Salary: 20,000.00-28,000.00 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 2 months ago Reference: X3-225944

My client is a well-known IFA practice based in Dorking. My client is seeking a Financial Administrator to join their team due to ambitious growth plans.

Ideal candidates will come from a background within administration.

 

Duties:

Providing client review meeting support, producing the documentation packs needed.

Liaising with clients and building client relationships

Updating internal systems with information provided

Updating of the assets and liabilities registry

Managing individual workflow and task delivery

 

Skills/Experience Required:

2 years minimum Office administration experience preferably within a financial services environment

Strong attention to detail

Exceptional communication and customer service skills

Experience using Microsoft Office Programs

Experience of IRESS/Advisor Office is desirable

 

This is an excellent opportunity for an Financial administrator to join a IFA practice and work in a hardworking team. If you think you are a suitable individual with the right skills please get in touch.

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