Our client, a market-leader in independent retail financial advice, is looking for a competent and experienced Administrator to join its team based in Lincoln.
This business shapes everything it does around delivering the best outcomes for both its private and corporate clients. Its Advisers focus on its clients’ financial needs and aspirations and recommend the best possible way forward to achieve their requirements.
Staff within this firm speak highly of its positive and collaborative working environment, which is a big contributor to its ongoing success.
This is very much an expanding and exciting business, which is really focused on the development of its staff. Whilst there is certainly no pressure to progress beyond this role, if you are ambitious, there will be future opportunities to train to become a Financial Adviser, as well as being supported with professional qualifications.
As a Financial Administrator, you will provide the highest level of admin support and aspects of paraplanning support to its Financial Advisers to ensure its clients’ expectations are exceeded. You will be involved in record keeping, processing new business and delivering client reports. You will also compile and prepare comparison materials, including cost analysis, cash flow models and investment fund analysis.
Experience within retail financial services is essential for this role. The firm will consider applications from a variety of backgrounds, such as IFA / Financial Planning/ Product Provider administration environments. An ability to effectively prioritise a workload is also important, as well as a proven and demonstrable ability to work quickly and unsupervised. You will have a ‘can-do’ attitude and a collaborative nature to achieve objectives.
You will be rewarded with a competitive basic salary of up to £25K (negotiable dependent on experience) as well as a range of additional benefits. A great opportunity for someone who is keen to continue their career within Financial Services and work for an industry leader.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment