Financial Administrator Role
This is a role within the Financial Planning team that provides administrative support to the team.
* Ensuring accuracy and compliance with contractual requirements through thorough documentation review
* Providing assistance in pension and insurance administration tasks
* Liaising with Life Assurance and Pension companies to manage client cases efficiently
The ideal candidate will have at least 2 years experience in a similar administrative role, QFA status or progression towards relevant qualifications. Proficiency in CRM or data management systems would be advantageous.