Financial Administrator

The job will consist of working with financial advisors to complete written reports for clients and the background administration work required for the business.

General skills and duties required listed below:

Prepare and maintain financial records
Assist in the preparation of financial reports & reviews
Completing client requests such as withdrawals
Collaborate with internal teams & third party providers
Maintain confidentiality of financial information and adhere to company policies and procedures
Proficient in financial software and tools (e.g, Excel)

Strong attention to detail and accuracy in data entry
Excellent organisational skills with the ability to prioritise tasks effectively
Ability to work independently as well as collaboratively within a team
Effective communication skills, both written and verbal
Background in financial services preferred but not essential
Previous experience with St. James's Place systems

Background knowledge in the sector is desirable but not essential as full training will be provided with career progression within the industry potentially available.

Job Type: Full-time

Casual dress
Company events
Free flu jabs
Free parking
Health & wellbeing programme
Paid volunteer time
Sick pay