Full job descriptionHybrid Working: Alternating weeks of 2 days WFH/3 office days and 3 days WFH/2 office days
Are you an experienced Financial Administrator looking to join a forward-thinking wealth management practice that embraces technology and genuinely invests in its people?
Our client is an established and growing Independent Financial Advice practice based in Brentwood. They are seeking a proactive and organised Financial Administrator to support their team of Financial Advisers in delivering an exceptional client experience.
The Role
*Processing new business and servicing existing clients.
*Preparing documentation for client meetings.
*Liaising with providers and third parties.
*Managing client correspondence by telephone, email and post.
*Supporting Financial Advisers with administrative tasks.
*Maintaining accurate client records using back-office systems.
*Utilising AI-driven technology to improve efficiency and streamline processes.
About You
*Previous experience within an IFA or Wealth Management practice.
*Strong organisational skills and excellent attention to detail.
*Proactive with the ability to use your own initiative.
*Confident communicator with excellent client service skills.
*Comfortable learning and embracing new technology.
*Experience with Intelligent Office, Adviser Office or similar systems would be advantageous.
Benefits
*Hybrid working (alternating 2 and 3 days working from home).
*Employer pays the full 8% pension contribution.
*All parking costs covered.
*22 days holiday plus additional leave over the Christmas period.
*Performance-related bonus scheme.
*Supportive, collaborative culture.
*Genuine career progression with opportunities to develop into technical or client-facing roles.
If you’re looking for a fresh challenge within a business that values innovation, flexibility and career development, we’d love to hear from you.