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Finance Administrator

Posted 1 February by SJM Recruit Limited Ended

Wealth Management Administrator required for growing company based in Gloucester.

Salary: £22000 - £25000 per annum DOE, plus benefits

Hours: Full time Monday - Friday

Location: Gloucester

Key Skills required:

  • Strong administrative and communication skills
  • Previous experience working as a support Administrator within a Pensions, Investments, IFA practice
  • Financial Services qualifications an advantage e.g. CF1 qualification as a minimum
  • Excellent attention to detail and strong written skills
  • Good communication skills with ability to build strong working relationships
  • Ability to manage own workload

Qualifications: Minimum 5 GCSEs at grade C or above (or equivalent) including Maths and English

The Wealth Management Administrator will join a skilled, motivated team and will assist with research, reports and administration.


  • Confirming appointments by telephone and email
  • Preparation of documentation to support client meetings to include creation of client packs for Wealth Management Advisors
  • Updating CRM database with new client information and creation and maintenance of client files
  • Preparation of new business applications, contract documentation, illustrations, invoices and supporting information
  • Collation of ID & Vetting documentation
  • Expediting surrenders and applications to completion
  • After sales administration
  • Marketing assistance to include, client mailers, newsletter mail merge, advertising, birthday and anniversary activities
  • Stationary and sundry audit and order
  • Scheduling review meetings for existing clients.

Interested? Please forward your CV as soon as possible.

SJM Recruit Limited is acting as an Employment Agency in relation to this vacancy.

Required skills

  • Financial Administration experience; pensions administration; IFA administration experience

Reference: 34378862

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