Financial Administrator - City of London - Full-Time - £30k - Study Support

My client is a small, vibrant financial services company that offers smart wealth management solutions in the London financial district. Their mission is to help clients make more of their financial planning, by providing first rate advice in the areas of investments, pensions, wealth management, mortgage finance, insurance, protection, tax and currency. This reputable business provides outstanding client outcomes and upholds the highest moral standards in all facets of operations.

Having worked closely with this firm and placing several candidates with them they have instructed us to recruit a financial administrator to join their team.

As financial administrator you will work closely with the senior paraplanners and financial advisers to support their existing client bank, also to assist in the process of taking on new clients. To comprehend the firm's operations and the ongoing needs of its clients, you will receive comprehensive training.

In addition to handling client reviews, you'll be giving current clients excellent aftercare. As a financial administrator you will support the advisors, manage campaigns, send quarterly valuation to existing clients.

You will be required to input and update all client information onto CRM and generate reports to monitor company performance.

This financial administrator role will initially be 5 days in the office reducing to 3 days after the probation period.

This is a great opportunity for someone looking for a career in financial services and career progression within a well-established successful business working alongside a social team.

The bonus structure for this role as a financial administrator is far superior to most.

If you are a degree-level candidate with exceptional Maths skills and would like to discuss this role further, please contact Joanna Clark.