Senior Administrator Highnam, Gloucester - Gloucester

Basic £28,000 to £30,000 - Financial Planning - Financial Services
Ref: 221 Date Posted: Tuesday 14 Sep 2021
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Salary: £28,000 to £30,000
Location: Highnam, Gloucester

Responsibilities:
Our client is a small highly established Independent Financial Planning firm.

You'll work closely with the management team and report to the Office manager.  You will have a junior staff member reporting to you who will be assisting you.

It's important you have experience working in a similar position within a Financial Planning or Wealth Management business.  Industry qualifications are NOT required and the company will fund any exams you wish to take. You will be working directly with clients and handling pre and post-case management in Protection, Investment and Pensions.

Please NOTE we cannot consider applications from applicants who DO NOT have the required financial planning or wealth management administration experience.

Working hours

Office-based, from 8:30, am to 5 pm Monday to Friday based in the Highnam office. 

A driving licence is required as you will be required to work in the Bristol office once every two weeks. 

Skills

In addition to relevant experience and administrative knowledge, you'll need to show evidence of the following:

  • exceptional written and oral communication skills
  • excellent word processing and IT skills, including knowledge of a range of software packages
  • the ability to work to tight deadlines
  • good organisational and time management skills
  • the ability to research, digest, analyse and present material clearly and concisely
  • excellent interpersonal skills
  • the ability to work on your own initiative
  • honesty and reliability
  • attention to detail
  • discretion and an understanding of confidentiality issues.