Blackheath | Office-Based | Full-Time or 4 Days Per Week | Parking Available
A well-established financial planning firm in Blackheath is looking for a Financial Administrator to join its small, friendly and supportive team. This is an office-based role working closely with two Advisers, ideal for someone local who wants a stable and engaging position within a respected practice.
The Role
• Processing new business applications
• Managing client servicing requests and preparing documentation
• Liaising with product providers
• Updating and maintaining back-office systems
• General administrative support to the advisory team
Requirements
• Experience within a financial planning or wealth management environment
• Strong organisational skills and excellent attention to detail
• Professional communication skills, both written and verbal
• Suitable for either a career financial administrator or an ambitious administrator looking to progress
What’s on Offer
• Warm, welcoming and well-established practice environment
• Full-time or 4-day working week available
• On-site parking for easy commuting
• Clear scope for development and long-term progression
If you’re looking for a supportive role within a growing financial planning business, please send your CV or get in touch wit Jo at Financial Divisions for a confidential conversation.