Financial Administrator | Winnersh, Berkshire | Full Time – 30-37.5 per week approx. | Monday to Friday, 9:00am – 5:30pm | £24,000 - £30,000 plus yearly salary review | Immediate start is available | 100% Office Based

Are you an enterprising individual eager to support and grow within a dynamic Financial Advisory business?

Our client is seeking a Financial Administrator to assist the company director in maintaining and enhancing their successful practice.

Our client is dedicated to empowering individuals and businesses to achieve their financial goals with confidence. As a leading financial solutions provider, they leverage cutting-edge technology and expert guidance to deliver tailored strategies and personalised support to their clients. Their dynamic team fosters a culture of innovation, collaboration, and excellence, where every member is valued for their unique talents and contributions.

This role is perfect for someone who thrives on administrative tasks with a touch of office management and PA duties.

Are you the right person for the job?

Qualifications:

• Relevant qualification or qualified by experience.

• Prior financial services admin experience is helpful but not essential.
• Graduates with a strong academic track record and a good work ethic are encouraged to apply.

Skills:

• Responsible and accountable for all responsibilities.
• Proactive approach to tasks.
• Strong attention to detail.
• Effective verbal and written communication.
• Good phone manners.
• Ability to multi-task and prioritise workload across multiple clients and internal initiatives
• Ability to follow instructions accurately.
• Capability to work under tight deadlines.
• Proficiency in MS Word, Excel and Adobe PDF.
• Prior experience using specialist CRM systems (Intelligent Office / External mass email campaign management) desirable but not essential.
• Experience of working with 3rd Party Online Platforms desirable but not essential.
• Ability to manage the business using tracking registers.
• Be able to follow, review and further develop business procedures to ensure best outcomes for the client.
• Punctual and dependable.

What will your role look like?

• Provide comprehensive administrative support to the company director.
• Handle a variety of office management tasks.
• Assist with personal assistant duties as needed.
• Ensure meticulous attention to detail in all tasks.
• Maintain effective communication, both verbally and in writing.
• Exhibit excellent phone manners and skills.
• Prioritise and multi-task efficiently to meet tight deadlines.
• Follow instructions accurately and consistently.
• Learn and adapt quickly on the job.
• Utilise MS Word, Excel Adobe PDF, and other essential tools proficiently.
• Punctual and reliable.

What can you expect in return?

• A modern, serviced office building with on-site parking, just a 5-minute walk from Winnersh Triangle station.
• Support, training, and mentorship for career progression.
• Company pension, and opportunity for bonuses.
• Discounted gym membership at local Crowne Plaza
• On-site parking and high quality café
• An opportunity to have personal input in the business’s commitment for continuous improvement.
• Improve your Professional Financial Services knowledge and skills through hands on involvement and management of a diverse range of initiatives.

What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you!

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