Finance Administrator

What’s in it for you?

- Free on-site parking

- Clear, structured career growth opportunities

- Be part of a supportive, close-knit team

- Work for a highly reputable and well-established company

Must-Haves:

- Strong background in financial planning and report writing

- Excellent analytical and communication skills

- Previous financial services experience (or actively working toward it)

- Administrative experience

- Driving license

So what you'll be doing:

- Preparing and maintaining accurate client records

- Drafting suitability letters and reports in line with company policy

- Gathering information from clients and providers

- Pre-completing documentation for adviser/client review

- Supporting advisers in delivering excellent client outcomes

- Occasionally assisting with administrative tasks such as income matching and meeting scheduling

Helpful extras:

- Monday–Friday, 9am–5pm hours

- Join a friendly, high-performing team...