Financial Administrator - Sutton Coldfield - Up to £29,000
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Financial Administrator - Sutton Coldfield - Up to £29,000 My client, a well-established financial firm based in Sutton Coldfield , is actively searching for a dedicated Financial Administrator . This is a fantastic opportunity to join a close-knit team in a permanent, fully office-based role. The successful candidate will work directly with a newly appointed financial adviser, providing a consistent and crucial one-to-one working relationship.
The Role As a Financial Administrator , you will provide close operational support to your dedicated financial adviser. This role is essential for maintaining the smooth running of the practice. Your responsibilities will include:
Preparing client files and documentation for meetings.
Processing new business applications and managing follow-ups with providers.
Liaising with clients to gather necessary information.
Ensuring all client records are accurately maintained.
Using financial services software to assist with planning and administration.
What My Client Is Looking For My client is seeking an experienced and organised Financial Administrator who can hit the ground running. You will be an ideal candidate if you have:
Strong experience using Intelliflo and FE Analytics .
Familiarit...
- Location:
- Sutton Coldfield
- Salary:
- £25,000 - £29,000 per annum
- Category:
- Accounting & Finance