Financial Administrator, Alton

  • Location: Alton
  • Job Type: Permanent
  • Industry: Admin Financial
  • Salary: £20000 - £25000
  • Hours:

Working as a financial administrator for an established investment planning business in Alton, you will be responsible for ensuring a high standard of service is delivered to all clients. This is an excellent opportunity where you will be able to apply your keen eye for detail, good time management skills and ability to prioritise workloads.

If you are keen to progress your financial career or utilise your finance/investment related degree then this could be the ideal opportunity for you.

Daily responsibilities;

  • Sending letters to authority providers
  • Arranging fund reviews and writing reports
  • Preparing reports to send to clients
  • Liaising with clients, accountants, solicitors and suppliers on a daily basis via telephone and email
  • Ensuring clients and advisers are kept up to date with the progress of their investments
  • Handling client requests – withdrawals, changing of details or requests for information
  • Booking client meetings and preparing packs for advisers

If you have experience working in an FCA regulated environment or are keen to progress into this sector then click apply now or give us a call for more information.

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