Job Description

Location

GLOUCESTER

Salary £28000 - £32000 TypePermanent WorkplaceOn-Site Ref89754

Financial Administrator


Gloucester | Office-based | 2040 hours


A growing Financial Planning firm based in Gloucester is looking for a Financial Administrator to support its advisers and paraplanning team.


This role will initially be offered on a 6-month temporary basis, with the intention for it to become permanent. Hours are flexible (between 2040 per week), and can be wroked around school hours the role is fully office-based.


The Role


  • Providing general financial services administration support



  • Supporting advisers and paraplanners with day-to-day case progression



  • Processing new business applications and chasing through to completion



  • Ensuring client files meet compliance and record-keeping standards



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