Financial Administrator

Financial Administrator

Location: Macclesfield

Salary: £27,000 - £32,000 DOE

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We are seeking a Financial Administrator to join our team in Macclesfield. This role is ideal for someone with financial administration experience, preferably within a Wealth Management or Wealth Planning environment

As a Financial Administrator, you will be a key point of contact for advisors and clients, requiring flexibility and adaptability to handle various queries and challenges. This is a fantastic opportunity to develop a career with a company that offers support and encouragement to reach your career goals

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Responsibilities:

• Act as the first point of contact for advisors and/or clients, handling a range of queries and challenges

• Provide professional and proactive support to both clients and financial advisors

• Demonstrate a passion for enquiry resolution and client satisfaction

• Work within a team environment to ensure seamless financial administration services

• Contribute to the smooth running of the office by performing various administrative tasks

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Required Skills & Qualifications:

• Experience in financial administration, ideally within a Wealth Management or Wealth Planning environment (1 year +)

• Professional and proactive approach to work

• Excellent communication and interpersonal skills

• Ability to work flexibly and adapt to different situations

• Passion for providing high-quality support and resolving enquiries

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Benefits:

• 26 days annual leave plus bank holidays, including a day off for your birthday

• Contributory pension scheme

• Private Healthcare

• Life assurance

• Health insurance

• 2 charity volunteer days

• Employee recognition program

• Recruitment referral incentives

• Career Development opportunities

• Cycle to work scheme

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Apply today and we will be in touch!