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Finance Administrator - Salary of £18k - £20k - Christchurch

Posted 7 March by Bond Williams Ended

Finance Administrator - £18,000 - £20,000 - Christchurch
Our client, a financial planning company are currently looking for a Finance / IFA Administrator to join their team. This is a full time role.


  • Requesting and collating policy information
  • Help with product research
  • Processing new business administration
  • Maintaining clients accounts on internal systems
  • Completing ISA subscriptions
  • Completing client review packs
  • Completion of reports

Experience Required:

  • IFA experience
  • Familiar with financial services jargon


  • Pension
  • Bonus
  • 25 days holiday plus bank holidays
  • Private Medical Insurance

If you are interested in the Finance Administrator role or would like more information please contact .

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

Required skills

  • Financial Planning
  • IFA
  • Administration
  • Administrator
  • IFA Administrator
  • Finance Admin

Reference: 34624618

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