Financial Administrator job in Newport, Shropshire

The Specialists in Financial Services Recruitment

Job Details

Financial Administrator Administrator
Reference ID: 1147
  • Salary/OTESalary of £19,000
  • Vacancy LocationNewport, Shropshire
  • RemunerationEmployed
  • RegionMidlands
Job description

In this Financial Administrator job in Newport, Shropshire, you will be working closely their team of Financial Advisors and support staff to ensure clients receive appropriate financial planning.

As a Financial Administrator, you will be undertaking a mixture of technical tasks and relationship management. Therefore, it is important you are confident undertaking both.

Your key responsibilities will include:

  • Preparing client packs by gathering appropriate information from various sources
  • Acting as a primary point of contact for clients
  • Undertaking file management and data processing
  • Assisting the Paraplanners with researching financial solutions
  • Request and gather information to aid financial analysis

You will be joining a team of 20, who enjoy working closely together to achieve the best outcomes for clients

Financial Administrator requirements

  • You should have experience as a Financial Administrator within a professional service business involving finances, such as Accountancy, Solicitors or Bookkeepers
  • You should have experience of undertaking technical duties
  • You should have experience of liaising with clients and providing a proactive service
  • Candidates with experience of working within small / medium teams would be beneficial

The Company

This local financial services firm has strong internal and external partnerships, enabling them to provide excellent service to clients. The team enjoy working collaboratively together whilst also undertaking their own individual tasks as well.

Financial Administrator Benefits

  • Salary of £19,000
  • Office based role
  • Full-time or part-time role
  • Normal working hours, with flexibility considered (including part-time hours to accommodate school runs)
  • Joining a friendly, supportive team

Location

Newport, Shropshire

Call us now on 0208 0044 154 or click Apply

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