Job role: Administrator
Salary: 24k-25k
Location: Leicester

Join Our Team as a Financial Advisory Administrator!
Are you detail-oriented with a passion for finance and client service? We’re looking for a motivated  Administrator to support our team in delivering exceptional financial advice to our clients!

Key Responsibilities:
Provide administrative support to financial advisors, ensuring seamless operationsPrepare and maintain client files, documents, and reports as a AdministratorAssist in the onboarding process for new clientsCoordinate client meetings and follow-ups as a AdministratorManage client communications, ensuring timely responses and excellent serviceHelp maintain compliance with industry regulations and company policiesWhat We’re Looking For:
Strong organizational skills with a keen eye for detail and experience as a Administrator Excellent communication skills, both written and verbalProficient in Microsoft Office and financial softwareAbility to multitask and prioritize effectively in a fast-paced environmentPrevious experience in financial services or administrative roles is advantageousIf you’re ready to contribute to a team that makes a difference in clients’ financial journeys, apply today! We look forward to welcoming you to our family!