Administrator - Financial Administrator - Poulton-Le-Fylde, Lancashire, United Kingdom - Burton Recruitment Limited

Description

Our client a Financial Planners who has various offices across the NorthWest of England is seeking a Finance Administrator.

You will play a crucial role in supporting the team of Financial Advisors and contributing to the overall success of the company.

This is an excellent opportunity for individuals with strong organisational skills, attention to detail, and a keen interest in developing a career in the Finance industry.

Provide comprehensive administrative support to the team of Financial Advisors, including managing calendars, scheduling appointments, and handling client inquiries.

Assist in the preparation and distribution of financial reports, presentations, and other relevant documentation.
Act as a liaison between clients and Financial Advisors, ensuring a high level of customer service and satisfaction.
Assist in client onboarding processes, including the collection and verification of necessary documentation.
The ideal candidate will have experience working within a Financial setting and have experience within administrative role.

The company offers a competitive salary with the potential for career progression flexible work hours and a casual and modern work environment.

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